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Manage Catalyst users

Who can use this feature?

  • All roles with access level "high"
  • Available on all plans

Catalyst users can log into Catalyst to view or manage your organization's data. Each user's profile determines the how the team member is represented within Catalyst and the user's permissions.

Add a new team member to Catalyst

Each Catalyst user profile consumes a license. New users will be notified via email.

  1. From the Settings sidebar, navigate to Organization > Users.
  2. Click Create User.
  3. Enter the following details on the Profile tab.

    We've added a ✦ below to indicate a field that the user can later edit within their own user settings. Users can edit additional profile fields (not shown here): Photo, date format, and calendar link.

    • Name✦: The user's name as it will appear throughout Catalyst. Users can edit their names from within user settings.
    • Email: The user's company email that they will use to authenticate with Catalyst. This must be an active email address.

      Learn more about setting up a shared user to support a scaled/pooled team structure.

    • Function✦: Choose the function that most closely matches the user's department in your organization.
    • Title✦: Enter the user's title within your organization.
    • Level✦: Choose the level that most closely matches the user's organizational level (e.g., Individual Contributor, Manager, Executive, C-Suite)
    • Role: Choose the system default or custom role to determine the user's access level and field permissions
    • SFDC User: If available, associate the Catalyst user with a Salesforce user. This association allows Catalyst to query users who are part of a user group. It also powers layout filters / quick filters and field associations.
  4. Optionally add the user to one ore more user groups on the Groups tab.
  5. Click Save.
    The system will send the user a welcome email.

    If the user cannot locate the welcome email, they can still log into Catalyst at https://app.catalyst.io using their Google or Microsoft account to authenticate.

Edit user profiles

You can edit user profiles anytime. After editing, refresh the page to ensure you're looking at the most recent list of users.

Do not change a user's email address to anything other than an active email address at your company.

Delete a user from Catalyst

Deleting a Catalyst user profile frees up a license. Deleted users will not be notified via email.

You cannot delete users that have authorized an integration. Please reach out to the Catalyst support team for more information.

How notes are affected

When you delete a user:

  1. Published notes: All published notes and tasks will remain; the "Created By" value (the user's name) will be replaced with "UU."
  2. Draft notes: Draft notes will be deleted. Because drafts are visible to the user who created them, we suggest publishing draft notes on behalf of the user, prior to deletion. Here's how:
    • As an admin on the account, impersonate the user scheduled for deletion.
    • Once in their profile, go to Data Explorer to create a segment of unpublished notes created by the current user.
    • Perform a quick audit to identify whether there are any draft notes you want to keep (i.e., publish). We recommend taking a a screenshot of the segment view and marking up which notes should be published vs. which ones to allow be deleted.
    • To close the loop, ask Catalyst Support to publish the notes you want to keep. As an admin, you are not able to make changes while impersonating a user, but Super Admins on our Support Team can.
    • When the notes are published, proceed with user deletion.
  1. From the Settings sidebar, navigate to Organization > Users.
  2. Hover over a user's name to see the Delete button (right side of screen).
  3. Click Delete.
    If the user owns any integrations, you will be prompted to select a new owner.
  4. Type delete user to confirm.

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