Users can add, update, and remove users from the platform in the User Management section.
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.
List of User Types:
Client User: Adjust platform use permissions based on desired roles and restrictions for compliance officers. Restricted User: A restricted user label will appear if any permissions have been removed. Full Admin: Admins have the ability to use the Administration section of the platform. Restricted Admin: A restricted user label will appear if any permissions have been removed.
Clicking on any of the rows will cause the Edit User pop-up to appear.
The Add User pop-up will appear when clicking ‘+Invite User’. The linked text describes how to use the pop-up to add a user.
Edit a user by clicking the row of the desired user and the edit user pop-up will appear.
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.
