Manage users in your account

You can invite new users, edit, delete, deactivate, reactivate, and change their passwords at either the Account or Organization level. Account Owners can only manage users within their designated accounts.

Key benefits

• View all users: You can see a consolidated view of all users and their details at a glance
• Invite a new user: Add new users and specify the permissions they need to perform their duties
• Change a user's information: Edit and change user roles, responsibilities, login, and contact information
• Filter user information: Find Users quickly by filtering for specific users or groups, reducing the time spent scrolling through a lengthy list
• Hide or show user information: You can focus on the most relevant User details by hiding or showing data

Prerequisite

You must have an Account or a Collection role:

• Account role: Users can view all Wavelets in the account
• Collection role: Users can only view Wavelets in the Collection(s) that they have access to

View all users

View all the users in your organization and their details in a consolidated list.

To view all users:

1. Click Account Management in the navigation sidebar. The Account page appears.
2. Click the Users tab. The Account page displays a list of all users. Users are displayed by their user name, login name, organization, organization role, mobile phone number, and account role (if any)
   
   IMPORTANT!
   To improve user privacy and comply with EU GDPR, phone numbers are masked by default. Account Owners can reveal the full phone number by clicking the Eye icon
   
   

Invite a new user

Invite new users and specify the permissions they need to perform their duties.

To invite a new user:

1. Click the Invite User button on the main Account page. The Invite User window appears.
   
   
   
2. Enter the email address of the user you want to invite.
3. Select the role for the new user.
4. Select the account role for the new user.
5. Click Submit. An invitation is sent to the email address you specified earlier.

Change a user's information

Update and change user roles, responsibilities, and contact information.

To change a user's information:

1. Select the icon corresponding to the action you want to take:
   
   

   Icon	Description
   	Edit the user settings icon. Click this icon to edit the settings in the Edit User Properties window. You can change the user description, time zone, language, password, and role.
   	Valid password icon. Indicates the user has a valid password. Click this icon to change the existing password. A logged-in user can also change their own password.
   	Expired password icon. Indicates the user password has expired. Click this icon to define a new password.
   	Deactivate the user icon. Deactivate the user. A deactivated user does not receive threshold alerts, cannot access the UI, and is not deleted from the database.
   	Reactivate a user icon. Click this icon to activate a deactivated user.
   	Delete the user icon. Delete the user from the database.

2. For example, click the Edit user settings icon next to the user whose details you want to change. The Edit User Properties window appears.
   
3. Enter the changes in the Edit User Properties window.
4. Click Submit. The changes are saved, and the user's details are updated.

Filter user information

You can quickly find users by filtering for specific users or groups, reducing the time spent scrolling through a lengthy list.

To filter user information:

• Consolidate the user list by entering a user or multiple user names, or choose an option from the drop-down menu
  

Hide or show user information

Focus on the most relevant User details by hiding or showing data.

To hide or show user information:

• Click the vertical dots at the top right of the Users list and set the options. In the example below, Email is hidden from the Users list. Everything else is visible.