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On this page
  • Editing Users
  • Using Actions Menu
  • Using Bulk Actions

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  1. Tenant Management
  2. Account Management
  3. Account Admin
  4. Security & User Management
  5. Users

Managing Users

PreviousAdding UsersNextLicensing

Last updated 10 months ago

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

Editing Users

Step 1: 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.

Step 2: 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.

Step 2: Client access can be modified on the Authorization tab. Use the filters to narrow the list of clients displayed.

Using Actions Menu

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.

Using Bulk Actions

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.