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Users

Effortlessly manage and invite users to your organization with the "Users" section.

If you have the necessary authorization to view users, find the "Users" menu item conveniently placed in the side menu.

Users Overview

The Users page provides an overview of active users and those awaiting approval in a tabular format.

Key Actions

  • Inviting New User: If authorized, initiate the invitation process with the "NEW" button.
  • Editing/Deleting Active Users: For each active user, manage roles or delete profiles with the "DETAILS" button.
  • Re-Inviting Waiting Users: For waiting users, re-invite or edit/delete with the "INVITE AGAIN" button or pencil icon.

Active users
Waiting users

Functionality

  • Sorting: Organize users by "Email", "Profile", "Creation Date", "Last Access" (for active users) or "Last Invite" (for waiting users).
  • Filtering: Refine your view by "Profile".
  • Search: Quickly find users by email.

Inviting New User

Initiate the user invitation process by filling out the details on the "Invite New User" page.

Invite new user page

User Details Page

Access the details page to manage roles or delete profiles. For waiting users, re-invite or edit/delete as needed.

Edit active user

Edit waiting user