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How do I manage users

How do I invite an employee to the system? 

  1. Go to the Users tab. 
  2. At the top-right of the table, click the blue Invite user button. 
  3. Enter the employees: 
    1. First name
    2. Last name
    3. Email Address
  4. Under Role, select Member (Note: Owner is for admin access only, including reporting and user management.) 
  5. Assign the employee to their relevant circle. 
  6. Click Invite. 

      Can I invite more than one employee at once? 

      Yes — you can send bulk invitations using a CSV file. 

      1. In the Users tab, click Bulk invite next to the Invite user button. 
      2. Download the example CSV template (available in the top-left after clicking Bulk invite). 
      3. Complete the file and upload it to invite multiple employees at once. (Note: Make sure the circle name is filled out in the csv exactly the same as the name of the Circle in the platform.)

          Can I resend an invitation to an employee? 

          Yes. 

          1. In the Users tab, search for the employee. 
          2. Click the three dots next to their name. 
          3. Select Resend invite. 

              If the user has already created an account, they will not receive another invitation email. 

              How do I know if someone has accepted their invitation? 

              Due to confidentiality requirements, we’re unable to show whether an individual has accepted their invitation. 

              You can safely resend invites at any time. If a user has already set up their account, they won’t receive a duplicate email. 

              Can I edit a user’s profile? 

              Yes. 

              1. Click the three dots next to the user’s name. 
              2. Select Edit user. 
              3. From here, you can update: 
                1. Name 
                2. Email address 
                3. Circle assignment 

                        How do I remove a user from the system? 

                        1. Go to the Users tab on the left-hand side of the platform. 
                        2. Find the staff member you wish to remove. 
                        3. Click the three dots on the right-hand side of their name.
                        4. Select Remove from organisation. 

                              This removes the user’s access to Foremind, regardless of whether they have accepted their invitation or created an account. 

                              What happens if I accidentally remove the wrong user? 

                              No problem — this is easily fixed. 

                              Simply re-invite the user to the organisation. 
                              If they had already created an account, all their history and information will remain intact. 

                              What is the difference between an Owner and a Member? 

                              Owner 

                              Owners are administrators of the platform and have access to: 

                              • Usage and engagement data 
                              • Reporting and insights 
                              • User and organisation management 

                              Member 

                              Members are employees who only have access to: 

                              • The EAP and wellbeing services 

                              It’s important to ensure users are assigned the correct role to avoid unintended access. 

                              Who should be set up as an Owner? 

                              We recommend assigning Owner access only to: 

                              • HR or People & Culture leads 
                              • Wellbeing or EAP administrators 
                              • Senior leaders responsible for reporting and oversight 

                              This helps maintain confidentiality and appropriate access controls. 

                              Can I change a user’s role from Member to Owner (or vice versa)? 

                              Yes. 

                              You can update a user’s role by selecting Edit user from the three dots next to their name and changing their role as needed. 

                              Please ensure only appropriate contacts are given Owner access, as this role includes reporting and user management permissions.