The Users tab gives Owners and Admins full control over who can access your organization’s Harmony account. From this section, you can view, manage, invite, and remove users.
User Statuses
You can view users by status using the toggle at the top of the page:
All | Active | Pending
Active Users
These users have accepted their invite and created a password.
Actions available from the Users table (via Edit):
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Update first and last name
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Grant access to the Admin Portal
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Assign as Account Owner
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Add to one or more User Groups
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Manage Feature Permission access
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Reset the user’s password
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Remove the user from the account
Need to change a user’s email address?
For security reasons, email changes must go through our support team. Just email [email protected].
Pending Users
These users have been invited but haven’t accepted the invitation yet.
Click the Pending tab to view all unregistered users.
Actions available (via Edit):
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Update first and last name
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Grant Admin Portal access
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Assign as Account Owner
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Add to User Group(s)
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Manage Feature Permission access
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Resend or delete the invitation
You’ll also see:
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Date the invitation was sent
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Expiration date
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A copyable invitation link (useful if the original email was lost)
Incorrect email?
It’s best to delete the pending invitation and send a new one with the correct email address.
Adding New Users
Only Owners and Admins can invite new users.
To invite a new user:
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Go to the Users tab.
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Click Invite User (top-right corner).
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Enter the first name, last name, and email.
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Check Admin Portal Access if applicable.
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(Optional) Assign the user to one or more User Groups.
If no group is selected, the user will have access to all features by default.
Click Send Invite to complete the process.
The new user will receive an email to register at https://harmony.agencykpi.com.
They’ll click Register, set a password, and gain access.
Standard Role
The Standard role is designed for users who need access to the data and insights within Harmony, but do not require administrative permissions.
Standard users:
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Do not have the ability to manage user accounts, assign roles, or create/edit user groups or agency groups.
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Do not have access to the Admin Portal—they will not see the Admin Portal tab in their navigation menu at all.
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Can view the dashboards and reports inside of Harmony that are available to their user group, based on the permissions granted by an admin.
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Are ideal for team members who need visibility into Harmony’s analytics but are not responsible for system setup or management.
This role helps maintain system security and ensures that administrative controls remain limited to designated users, while still enabling broad access to Harmony’s insights for collaboration and alignment.
Removing a User
Only Owners and Admins can remove users.
To remove someone:
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Navigate to the Users tab.
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Click Edit next to the person’s name.
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In the Edit screen, click Remove.
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Confirm when prompted:
“Are you sure you want to remove this user from your organization? This cannot be undone.”
Once confirmed, you’ll see a Success! message, and the user will be removed from the table.
Tips & Best Practices
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Use User Groups to manage feature access at scale.
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Review Pending users regularly to follow up on unaccepted invites.
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Always double-check the email address before sending an invite.
