Inside User Management, you will be able to :
- View the list of existing users and their details
- Add/Invite users
- Manage users
- Delete users
Add/Invite Users
To add/invite a new new user:
- Click the Add button
- You will be prompted to the Add New User(s) screen.
- Enter email of the user you want to add
- Assign them a role inside the Role field
- Add user to an existing user group (optional)
- Click the Invite user(s) button to send out the invitation email
Note: To be able to chose a role from the drop-down list, you need to enter at least three characters inside the Role field.
You can add multiple users at once by clicking on +New Invitation as shown in the image below:
Manage Users
Provided that you have the right access permissions, you can:
- Add users to different user groups
- Remove user from user groups
- Change user status
Add User to User Groups
To add users to group(s):
- Select the checkbox next to the user you want to add to a group
- Click on More to access to drop-down menu
- Click on the Add user(s) to group(s) button
- This will open the Add user(s) to group(s) dialog
- Select groups to which you want add a user (type in at least 3 characters)
- Click on Add
Remove User from User Groups
To remove user from group(s):
- Select the checkbox next to the user you want to remove from group
- Click on More to access to drop-down menu
- Click on the Remove user(s) to groups button
- This will open the Remove user(s) to group(s) dialog
- Select groups to which you want add a user (type in at least 3 characters)
- Click on Remove
Change User Status
- Select the checkbox next to the user you want to remove from group
- Click on More to access to drop-down menu
- This will open the Change user status dialog
- Select status from the drop-down list (Activate or Deactivate)
- Click on Save
Delete Users
To delete a user:
- Select the checkbox next to the user you want to delete
- Click the Delete button
- A new dialog will appear asking you to confirm the action
- Click Delete