If you click on the User icon, the Administration menu is displayed.
Here, you can manage the Users:
Your User should have a Role that includes the permission Users > Edit/Block to manage users.
Users page
If you click on the Users option, the Users page is displayed:
All the available functions in the table are described here: Understand the available functions in the tables.
Header
In the Users header, you can:
- Open the Knowledge Base on the Set up your account documentation article by hovering over the information icon
- Add a User
- Filter the User's list by User's Status:
- Active: Users who have already set up their account and can connect to the application
- Invited: Users who received an invitation but have not yet set up their account at this time
- Blocked: Users who are blocked and cannot access the application anymore
- Active: Users who have already set up their account and can connect to the application
Content
Depending on the status of each User, you can:
- Block a User in the Active Status (not available for Owners)
- Unblock a User in the Blocked Status
- Edit a User in the Active or Invited Status
- Delete a User in the Active, Invited, or Blocked Status.
- Assign a Seat to a User in the Active or Invited Status who has no seat assigned (according to your License plan):
- Unassign a Seat to a User in the Active or Invited Status who has an assigned seat (according to your License plan):
It is possible to assign a seat, unassign a set, and delete several users at the same time.
Multi-select users and choose the Assign Seats, Unassign Seats, or Delete option in the context menu:
- Re-invite a User in the Invited Status by resending the invitation email. He can then set up his account:
If you subscribe to some Viewer Seats in addition to the Seats included in your license plan, these last ones appear after the + sign in the column header:
The number of active seats is counted as follows:
- If you subscribe to Viewer seats in addition to your license plan, adding a new User with a Viewer Role will consider these seats first. Then, the regular ones
- If you add a User with another Role, the regular number of Seats will be used