Managing Users

Audience: Admins | Category: Settings

Settings → Users lists the people who can sign in for your company along with their role.  This will also show whether they have enrolled an authenticator (MFA) app,  and if they are active.

Add a user

Choose New user. Enter first name, last name, email and role, and set a temporary password to give them. They will be asked to set up an authenticator on first sign-in.

Edit a user

Choose Edit (pencil icon) to change name, role or the Active switch. Deactivated users cannot sign in, but their history is kept.

Help a user who is locked out

Choose More (:):

• Set temporary password for someone locked out.
• Reset authenticator when they have a new phone; they re-enroll at next sign-in.

Related articles

• Roles & Permissions
• First Time Sign-in
• Signing Out