Go to Manage → Users and click Create User. Enter their name and email and save — they're added as an Editor (Limited Access) by default. To make them an Administrator, use Make Admin on the user's row after creation. To configure exactly what an Editor can do, set their Permissions afterwards on the Permissions screen.
In Manage → Users, use the row ⋯ menu to Make Admin (promote an Editor to Administrator) or Remove Admin (demote an Administrator back to Editor). For Editor users, open their Permissions screen to grant or revoke specific capabilities (create reminders, edit contacts, view settings, etc.). There is no single Role dropdown — promotions are via Make Admin, and Editor scope is shaped via Permissions.
Remindax has three roles: Administrator (Owner) — the user who purchased the subscription, with full access; Administrator (Privileged) — full admin access without ownership; and Editor (Limited Access) — has only the capabilities granted on a per-user Permissions screen. Promotions use Make Admin / Remove Admin in the Users list; Editor scope is shaped one permission at a time.
In Manage → Users, open the user's row ⋯ menu and choose Delete User. Confirm the dialog. The user is soft-deleted: they lose login access and the seat they held frees up. Their existing reminders, tasks, and recipient assignments are not changed — those stay in place with the removed user's ID attached. Plan the handoff manually before removal if continuity matters.
Workspace-level settings live in two places: Settings → General holds Timezone, Date Format, and Language; the Company Name is set under Companies. Date Format also governs how imports must format dates. Each company is independent — switching the top-right company selector switches the settings you see.
Reply Status options are the labels a recipient can pick when replying to a reminder email — for example, "Renewed," "In Progress," "Cannot Complete." You manage them under Settings → Reply Status using Create Status. They are labels only — they don't carry actions on their own. The one related behavior, Renew/update upon reply, is set on an individual reminder and renews the item only when the recipient picks the specific status you've nominated.
In My Settings, open the Security tab and enable 2-Step Verification. Step 1: scan the QR code with Google Authenticator (or another TOTP authenticator app). Step 2: enter the 6-digit code to Verify Code. Once enabled, every login asks for the authenticator code. If you lose your authenticator, use Backup code by email at login to receive a one-time code by email instead.
In the app, go to Dashboard → Quick Links → My Profile → Contact Support to open the Support Tickets area. You can submit a new ticket and see all your open and past tickets in My Tickets, with filters, full conversations, attachments, and a timeline. Support responses arrive by email and are also visible in the ticket conversation.
Open My Subscription to see your plan, usage against limits, renewal/billing details, invoices, Message Credits (your SMS/WhatsApp balance), and to change plan, manage add-ons, or buy message credits. It's available to the Owner and to Privileged Administrators — Editors don't see it. SMS credit pricing is per destination country (Twilio); unused credits roll over.
