About the Users Page

The Users page provides a unified location for managing existing users and adding new users. This page is only displayed for Administrator users with User Management permissions.

It's located at Settings > User Management > Users.

The Users page provides the following actions and information:

• All Roles. Click to sort the table by roles. 
• Actions. 
  • Create New User. Click to Create a New User.
  • Clone User. Click to Clone a User from an existing account. 
  • Export CSV. Click to export Users and Roles to a CSV file. 
  • Bulk User Edit: Select multiple users and then click to bulk edit user permissions.
    • Change Access (Manage/Read Only)
    • Change Status (Activate/Deactivate)
    • Edit Roles
    • Set Shadow Jurisdiction
    • Set Sanctioned Jurisdiction
    • Set Web Jurisdiction
    • Set Saved View Jurisdiction
  • Settings:
    • Edit Table Columns. Select columns you'd like to show; deselect columns you'd like to hide. Click Save Table Settings.
• Search. Enter a first name, last name, or email address to find users.
• Select. Click to select the user.
• Active. Green in the Active column indicates the user is active, while grey indicates that the user is disabled and will not be able to log in.
• Admin. Indicates if the user has administrative permissions. A user with a star in this column is considered the primary user of the tenant. 
• Access. Displays the user's access level, Manage or Read Only. 
• First Name. Displays the user's first name. Click to sort alphabetically.
• Last Name. Displays the user's last name. Click to sort alphabetically.
• Email. Displays the user's email address. 
• Role(s). Displays all the roles assigned to a user. Click to sort alphabetically by role name.
• Last Login. Last date and time the user logged in. Click to sort chronologically.
• Actions. 
  • Edit
  • Clone
  • Delete