User Management

Users have the capability to add, update and remove users from the platform in the User Management section.

On the User Management screen, users can see the list of all users present in an organization:

The list contains user names, the user type, email address, associated tags, status and the date of last login.

List of User Types:

Client User: Adjust platform use permissions based upon desired roles and restrictions for compliance officers. Restricted User: A restricted user label will appear if any permissions have been removed. Full Admin: Admins have the ability to use the Administration section of the platform. Restricted Admin: A restricted user label will appear if any permissions have been removed.

Clicking on any of the rows will be cause the Edit User pop up to appear.

The Add User pop up will appear when clicking ‘+Invite User’. The linked text describes how to use the pop up to add a user.

Edit a user by clicking the row of the desired user and the edit user pop up will appear.

This example shows a tag being added to an existing user.

There is an option download a CSV file of users that will appear in the ‘downloads’ folder on the user’s computer and can be opened in a spreadsheet editor.