# Managing Users

Existing users can be managed via bulk action or by editing individually. 

## Editing Users

<mark style="background-color:yellow;">Step 1:</mark> From the Users page of the **Admin Dashboard,** under "Security & User Management," click **Edit** under the "Actions" menu of the user to manage or click the row of the user within the table.

<div align="left"><figure><img src="/files/sooHXIEzHCTcMTkhUpa4" alt=""><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 2:</mark> On the **Details** tab, you can edit your first and last name and the authentication provider. Additional options exist to reset the password and disable or delete the user. Depending on the user's status, additional options are provided.

Click **Save** if editing the user name. All other changes are done dynamically.

<div align="left"><figure><img src="/files/6wDhh0UwvGI4Y2dgYn4Q" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 2:</mark> Client access can be modified on the **Authorization** tab. Use the filters to narrow the list of clients displayed.

<div align="left"><figure><img src="/files/f6syZsUIK8vgcFnhZ3bD" alt=""><figcaption></figcaption></figure></div>

## Using Actions Menu <a href="#bulk-actions" id="bulk-actions"></a>

Additional options to manage a user within the table can be found by clicking the three dots under the "Actions" menu in the user's row to edit. Some options may not appear if the use case does not apply to the user.

<div align="left"><figure><img src="/files/AB84N4yYpM6fFvOl1x4J" alt="" width="229"><figcaption></figcaption></figure></div>

## Using Bulk Actions <a href="#bulk-actions" id="bulk-actions"></a>

Bulk action options appear after one or more findings are selected by clicking the checkbox to the far left of the finding row or by clicking the box next to the column header. Some options may not appear if the use case does not apply to a current user status.

<div align="left"><figure><img src="/files/Do0W9uo7uhgty6GwIhuZ" alt="" width="239"><figcaption></figcaption></figure></div>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.plextrac.com/plextrac-documentation/product-documentation-1/account-management/account-admin/security-and-user-management/add-user-to-plextrac/managing-users.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.