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User Management schedule 3 min read

Managing Your Users

Effectively oversee your team by managing user accounts from a single interface. The user management dashboard allows you to add new members, edit roles, and monitor access levels.


Understanding the User List

The user list displays all accounts associated with your organization. From here, administrators can view key details such as email addresses, assigned roles, and login activity.

Manage Users

Figure 1: Manage Users.

Adding New Users

Expanding your team is straightforward. To invite a new member to your organization, locate the primary action button at the top right of the list.

  • Add New User Button: Click the blue "+ Add New User" button to open the invitation dialog.

Action Buttons Explanation

The Action column contains three controls for managing user accounts. Each button is intended for a specific administrative task.

edit

1. Edit User

Purpose: Modify the user's details.

What you can update:

  • Full name
  • Role (e.g., Organization Admin, Standard)
  • Account settings

Typical use case: When user information changes or their role needs to be updated.

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2. Reset Credentials / Access

Purpose: Reset the user's authentication credentials or access.

Common actions this may trigger:

  • Reset user password
  • Reissue login credentials

Typical use case: When a user forgets their password or cannot log in.

delete

3. Delete User

Purpose: Permanently remove the user from the system.

Effect:

  • User account is deleted
  • User can no longer log in
  • Access to the system is revoked

Typical use case: When a user leaves the organization or no longer requires access.

Summary

Button Function When to Use
Edit Update user details Profile or role changes
Key Reset login credentials User login issues
Delete Remove user account User no longer needs access