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The User Management page is where you add and manage the people in your organization who can sign in to the platform. From here, you can invite new team members, control what each person is allowed to do, and keep your user list up to date as people join, change roles, or leave.
The User Management page lets you:
- Add new users and invite them to your organization's account.
- See everyone who has access, along with their role and current status.
- Update a person's details or change their access level.
- Temporarily suspend someone or reactivate them later.
- Search, filter, and export your user list.
You can access this page by going to Admin Tools > Users.
Understanding the user list
The main part of the page is a table listing each user in your organization. For every person, you can see details such as:
- User Name: The person's name and profile picture.
- Email: The address associated with their account.
- Account Status: Whether the account is Active, Invited, Invite Expired, Invite Canceled, Suspended, or Deleted.
- Organization Unit: The part of the organization the user belongs to.
- Role: The user's role, which controls what they can see and do.
- Position: The user's title within the organization, if one was set.
- Origin: Where the account was created.
- Last Login: When the user last signed in (or "Never" if they haven't yet).
- Date Added and Added By: When the account was created and who created it.
- Updated At and Updated By: When the account was last changed and by whom.
- Invited At and Invite Expires At: When an invitation was sent, and when it expires if not accepted.
Account statuses
Each user is always in one of the following states:
- Invited: An invitation has been sent but not yet accepted.
- Invite Expired: The invitation was not accepted before it expired. You'll need to resend the invite.
- Invite Canceled: The invitation was canceled before it was accepted.
- Active: The user has accepted their invite and can sign in and use the platform normally.
- Suspended: The user's access is paused. They cannot sign in until the account is reactivated.
- Deleted: The user has been removed and no longer has access.
Adding a new user
Select Add New User to open the form. You'll be asked for the person's first name, last name, email address, and access role. You can also set their position at the organization. Once you select Send Invite, the new user is added to the list with a status of Invited and receives an email invitation. They'll appear as Active once they accept it. Invitations expire after 10 days if not accepted.
Available actions
There are various actions available for each user on this page from the Actions menu (...).
Note: For users migrated from SecurityScorecard, only Change Role is available. The other actions in this menu are not available for these users.
- Change role: Give them a different level of access.
- Export user: Export an individual user as a CSV file. You can also export your entire list of users by selecting Actions. If your list is very large, apply filters first to narrow down what you export.
- Suspend a user: Pause someone's access. A suspended user cannot sign in until you reactivate their account. This option appears only for users who are currently active.
- Edit a user: Update the user's details.
- Reactivate a user: Restore access for someone who was suspended. This option appears only for suspended users.
- Resend invite: Send a new invitation email to a user whose invite is pending or has expired.
Searching and filtering
To quickly find specific people, use the filters at the top of the table. You can filter by:
- User Name
- Status (Active, Invited, Invite Expired, Invite Canceled, Suspended, or Deleted)
- Organization Unit
- Role
- Position
- Origin
- Last Login, Date Added, Updated At, Invited At, or Invite Expires At (by date range, such as the last 24 hours, 7 days, 30 days, 90 days, or a custom range)
- Added By or Updated By
Working with multiple users at once
Select the checkboxes next to several users to act on them all together. With multiple users selected, you can Change Role, Export, Suspend, Reactivate, or Resend Invite them in a single step. This is a quick way to make the same change for a whole group of people.