Manage Users

Organizations have the ability to manage users and their roles via User Menu >Org Settings > Users.

Add a New User

To add a new user to your organization, click the Add New User button.

Users Interface

Users Interface

In the Create User pop-up, enter the new user's account information and select Submit.

Create User

Create User Dialog Box

First NameUser's preferred first name.
Last NameUser's preferred last name (hyphens are accepted).
Enable Password InputIf unchecked, an email will be sent to the user so they can set their password.
PasswordIf Enable Password Input is checked, the user's password will need to be manually entered in this field.
RoleThere are two options for role designation:
- Admin: Has access to Org Settings such as Single Sign-On Settings and management of Users
- User: Does not have access to Org Settings

Edit User

An Admin User has the option to modify a user's first and/or last name as well as the user's designated role (User vs Admin).

Edit User Interface

Edit User Interface

Disabling and Activating Users

Users can be disabled from the Edit User screen. This will prevent them from logging in, and will log them out shortly if they happen to be logged in at the time. They can be re-enabled or activated at any time.

Deleting Users

Users can be deleted from the Edit User screen. Note that this is a soft delete for record-keeping purposes. Users cannot be undeleted without reaching out to our support team, so when in doubt, only disable users.