Manage Users Overview

Introducing the new User Management Table. This is where Platform Admins can go to manage all users across their product stack. This document will provide a brief overview of how to use this page of the Admin Panel.

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Search and Filter Users

Searching Users

Search across your entire user list using the search bar below the ‘Add Users’ button.

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It’s possible to search by name, email address,...

Filtering Users

Use the dropdown menu at the top of the user table to filter your users by product access. When viewing all users, you may also filter by platform access.

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When filtering by product access, it’s possible to further filter by product role.

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Adding Users

Invite users one at a time to your account by clicking on the ‘Add Users’ button above the search bar. Learn more about inviting users here.

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The User Table

Views

When viewing all users their product access and platform access can be seen, while when viewing users of a single product, last product login, product permission level, and platform can be seen.

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Actions

All views will allow Platform Admins to take specific actions on a user including editing a user (product and platform access), trigger a password reset, removing a user, and re-sending an invite to a new user.

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