User Management

This section explains how you can use User Management screen to:

• View the list of existing users and their details
• Create/Invite users
• Change user roles
• Transfer asset ownership from one user to another
• Delete users

Create/Invite Users

To create/invite a 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:

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 Role

To change user role:

• Click on next to the user whose role you want to change
• Select Change role from the menu

• This will open the Change user role dialog
• Search for the appropriate role
• Click on Save

Change User Status

To change user status:

• Click on next to the user whose status you want to change
• Select Change status from the menu

• This will open the Change user status dialog
• Select status from the drop-down list (Activate or Deactivate)
• Click on Save

Transfer Ownership

To transfer ownership of all assets from one user to another:

• Click on next to the user you want from which you want to transfer asset ownership
• Inside the menu, select Transfer ownership

• This will open the Transfer ownership sidebar
• Search for the user you would like to transfer the assets to or enter them email inside the field
• Enter your password
• Click on Save

Note: You can only transfer assets ownership to a user which is a Tenant owner, Admin, or which has the same role as the user from which the asset ownership was transferred.

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