The User Management section allows you to invite new users, update existing user profiles and permissions, and remove users from your organization's platform.
On the User Management screen, users can see the list of all users present in an organization:
The list contains user names, the user type, email address, associated tags, status, and the date of last login. Tags are custom labels that can be assigned to users to help categorize and filter them (for example, by department, role, or region).
List of User Types:
- Client User: A standard user with customizable permissions. Admins can adjust platform access based on desired roles and compliance requirements.
- Restricted User: A Client User whose permissions have been partially removed. The Restricted User label appears automatically when any permissions are revoked.
- Full Admin: A user with full access to the Administration section of the platform, including all management and configuration features.
- Restricted Admin: An Admin whose permissions have been partially removed. The Restricted Admin label appears automatically when any admin permissions are revoked.
Clicking on any of the rows will cause the Edit User pop-up to appear.
To invite a new user, click +Invite User to open the Add User dialog. Complete the required fields and select the appropriate user type and permissions, then click Save to send the invitation.
Edit a user by clicking the row of the desired user and the edit user pop-up will appear.
To remove a user from the organization, open the Edit User dialog by clicking their row, then select Remove User (or Deactivate) from the available options. Confirm the action when prompted. Removed users will no longer have access to the platform.
This example shows a tag being added to an existing user.
There is an option to download a CSV file of users that will appear in the ‘downloads’ folder on the user’s computer and can be opened in a spreadsheet editor.
Search and Filter - User Management
How to use the search and filter features in the User Management section.
Users can search and filter within the User Management page.
Users can search within a date range, by the type of user, the status of the user, and any associated tags.
