How to Manage Your Users
Edit your users, activate or deactivate them, and delete them from Home > Users.
From Users you keep the people in your organization up to date: you change their details, control who has active access, and remove anyone who should no longer enter.
📘 What will you achieve?
Having your user list under control: edit their details, enable or disable their access, and delete anyone who no longer belongs there.
Before you start
You need to be logged in and have permission to manage users. You work from Users, with two paths depending on where you are:
From Home — in Home > Users, tab My users, you see the people in your organization.
From an organization — in Organization > Users, you see only those of that organization.
If what you want is to create a user, go to How to create users.
Edit a user
In the user's row, open the actions menu (⋮). It has four options: Edit, Permissions, Delete and Delete notifications.
Press Edit to open its form, organized into three tabs: Profile, Other contacts and Permissions.
In Profile you change their details, language and time zone, and manage their password (keep the current one, force a new one at the next login, or enter one manually) and their two-step verification.
In Other contacts you decide whether it uses the main organization's data or its own. In Permissions you define their access, which we cover in How to apply permissions to a user.
Press Save when finished.
Enable or disable a user
In the column Status, use the toggle to set the user to Enabled or Disabled. A disabled user cannot access the platform, but remains in the list.
📘 Disabling is not deleting.
Disabling cuts off access temporarily and you can re-enable it whenever you want. Deleting is permanent.
Delete a user
In the actions menu, click Delete. A confirmation modal opens confirmation indicating that the user will be unsubscribed from all the services they are in. For security, you will need to type DELETE to confirm.
❗️ Irreversible action.
Deleting a user is permanent and cannot be undone.
The "Clients" tab
In Home > Users you have two tabs.
My users are those of your own organization (what we have seen).
Clients gathers the users from all of your clients' organizations, with their Main organization.
Its actions menu is more limited: Edit and Change main organization.
Conclusion
With these actions you manage your users' day-to-day: you adjust their details, control their access by enabling or disabling them, and delete them when they should no longer enter.
To define what each one can access (the dashboard, the organization's sections, and their subscriptions), use Permissions in the actions menu. Permission assignment is covered in How to apply permissions to a user.
Next steps
Haven't created it yet? Start with How to create users.
Define what each one can access in How to apply permissions to a user.
See what each column in the list shows in The lists.
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