Users

Users are the people who can sign in to your space. From here you add people, give each one a role, find them, open their profile and remove them. Open Users from the left menu — it opens on the Overview tab, with a List tab that shows everyone and a Search tab to find someone.

Before you start — Create your roles first so you can assign one when you add a user. See Roles.

Add a user

Register a person in your directory and give them a role.

1. In the left menu, click Users.
2. Click Invite a user (on the Overview or List tab).
3. On Add a user, enter the Name and Email.
4. Open Role and pick one from Select a role.
5. Click Add user.

The person is added to your directory and appears on the List tab.

Note — The email must be valid and not already used by another account. Only active roles appear in the list; you can change a person's role later from their profile.

Find a user

1. Click Users, then open the Search tab.
2. In Search by name or email, type part of the name or email and click Search.
3. The results list each person's Identity, Status and Creation date.

Note — The List tab shows everyone in your directory; use Search to narrow the list by name or email.

Open a user's profile

1. Click Users and open the Search tab, then run a search.
2. In the results, click the person's name or click View.

Their profile opens on the Overview tab. From there you manage their identity, security and devices — see User accounts.

Remove a user

Removing hides a user from your lists and takes away their access, without erasing anything. You can restore them later.

1. Click Users and open the List tab.
2. Find the person and click Delete in the Actions column.
3. On Remove this user?, check the Name, Email, Role and Status, tick Confirm removal, then click Remove user.

The account is hidden everywhere and loses access.

Note — This is reversible: the account stays recoverable and you can restore the user from the directory later.