Navigate to Management in the navigation bar and choose “User Management” from the dropdown. The User Management tab allows Super Admins to view and manage the status of all invited team members across teams from a single dashboard. Super Admins can add new users, change existing members' roles, and remove or deactivate users if necessary.
User Roles
There are 2 states, when you are allowed to change the role and not. If you are not allowed to change the user's role the role is grayed out.
User Roles Description
Super Admin: Super Admin has access to all the functions available under a particular team. They can change the role of existing team members if required.
Team Admin: Team admins have the access to control the activity of team members only.
App User: The app user role allows the assigned member to test the basic scans using the application that you have inserted. Other team administrative functions are not available in the app user interface.
Possible reasons why you cannot change user role:
User is the owner of the organization (Owner - the person who created the organization, only the owner can manage SuperAdmins, and nobody can change data about the owner. If you want to change the organization owner, contact support).
User has the same role as you (You can only change users roles who is less privileges than you).
User has not accepted the invite yet (status pending).
User is deactivated.
User Actions
The menu icon (3 dots) next to each user provides the following actions:
Deactivate User: Prevents the user from accessing your organization.
Delete User: Removes the user entirely from your organization.
Make Super Admin: Grants the user Super Admin privileges (visible only to existing Super Admins).
Change Ownership: Transfer organization ownership to another user.
Invite Users
New User
Click the “+” icon in the top right corner to be redirected to the "Add User" screen.
Fill in the three required fields: User Name, User email, User role and Team assignment
If you don't have a team created, you should create one before adding a user.
After sending the invite, the user will receive an email and be added to your organization and team with a "pending" status.
Bulk User Invite
Switch tab from New User to Bulk User Invite
Download the file format template from the Click to download file format button on the right side.
Fill as many users as you can with appropriate fields and save the file in same format.
Upload a file containing a large list of team members.
Now you can Edit or Preview the users uploaded from file by clicking corresponding buttons, after confirming everything proceed with Create Users button.
After sending all the invites, the users will receive an email and be added to your organization and team with a "pending" status.
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