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