User Management

Introduction

Want to know how to enter the User Management tab and use all its features? Take a look at the quick guide below.

Note:

In a hurry? Go straight to the specific User Management use cases.

How to access User Management view?

There are two ways to do that:

• First one Go to your Dashboard view. Take a look at the navigation section (on the left side of the page) and click on the User Management tab.

• Second one If you are not on a Dashboard view, simply find your user data on the top right corner of the page, click on the arrow, and select the User Management tab from the list.

Either way, you'll see the window below:

User management

User Management actions you can perform

From the User Management level, you get the opportunity to:

• See the list of users within your organization

• Edit the user (e.g. assign a role on the platform, assign a user to the process)

• Disable user

• Invite users to the platform

Interested in a specific use case?

Here we have gathered the popular User Management topics that you may find useful along the way:

How to invite a new user to the platform?

How to manage existing users?

See next: