Users

Last updated 19 days ago

The Users section is used to view users within the organization, manage their access permissions, and invite new users.

To access this page:
Administration → User Management → Users

Overview

At the top of the page, the following organization-level metrics are displayed:

  • Total number of users

  • Number of active users

  • Number of users with Administration access

Below, the User List table displays all users associated with the organization.

User List

For each user, the following information is shown:

  • User name and email address

  • Last activity date

  • User status (Active / Suspended)

  • Action menu (⋮)

The search field can be used to find users by name or email address.
The Status filter allows filtering users by active or suspended state.

User Actions

Each user row includes an (⋮) action menu with the following options:

  • Show details: View the user’s product access and assigned roles.

  • Suspend access: Temporarily disable the user’s access to the platform.

  • Remove user: Permanently remove the user from the organization.

A confirmation dialog is displayed before completing each action.

User Details and Access Management

On the Show details screen, the following actions can be performed:

  • View which products the user has access to

  • Review assigned roles for each product

  • Update or remove product access permissions

Inviting New Users

To add a new user, click the Invite Users button in the top-right corner.

In the invitation screen:

  • Enter the user’s corporate email address.

  • Select which products the user can access and assign roles for each product.

  • Optionally, include a custom message in the invitation email.

When Invite Users is clicked, an automated invitation email is sent to the user by the system.