How to manage users
You can access a list of all the users you have invited to collaborate on your dashboard. We have introduced filters and search options in the action panel to allow you quick access.
-
Select All: Mark this checkbox to select all users in your user listing to perform bulk actions.
-
Name: Use the search icon to search users by name. You can also sort users by alphabetical order by clicking the Sort icon.
-
Email: Use the search icon to search users by email address. You can also sort users by alphabetical order by clicking the Sort icon.
-
Role: Click the filter icon and choose from the options to filter users by -roles.
-
Status: Click the filter icon and choose from the options to filter users by their status Active, Invite Expired, Invite Pending, and Disabled.
Edit Users
Account owners and users with admin and manager permissions enabled can reassign roles and assets (locations and folders) to users they manage.
To edit a User: Access Account Settings in the overhead navigation bar and click Settings from the drop-down menu and then select people.
Then, access a user you want to manage from the list of users.
Note: You can search for users by name or email address.
Hover over the user listing to access the edit function and click the edit icon.
Here, choose to reassign a role or add/delete location and folders.
Click Save User after you have made the required changes.
Note: User Role is a mandatory field.
Related Articles
How to disable users
Disabling a user temporarily denies them access to their location data or from performing any administrative actions on locations assigned to them. You can reactivate disabled users from your dashboard when required. To Disable a user Access Account ...How to manage user roles
Each user that you invite to collaborate on your workspace is assigned a designated role that enables them to access and manage data on your workspace. You can view a list of all roles created and assigned to users under User Roles. This User Role ...How to create & manage folders
You can access Folders to manage all the folders created for the account. Click the Account Settings tab and select Settings from the drop-down menu and then select option Folders. To create a folder Select the Create New Folder option displayed in ...How to invite multiple users via CSV
Account Owners and users with Admin permissions can invite a group of multiple users at once from their dashboard, via CSV upload. To invite multiple users to your workspace: Access Account Settings in the overhead navigation bar and click Settings ...How to manage & create custom domains
Setting up a custom domain allows you to use your own domain name when sending out emails. This helps align your email presence with your brand and improves deliverability. You can learn more about how custom domains work here. Note: Using Custom ...