Skip to main content

Managing Existing Users

Once users are onboarded, administrators can modify their permissions and client visibility as their responsibilities evolve.

Viewing and Searching Users​

  1. Go to Settings and Users.
  2. Search Bar: Quickly find a user by their name or email.
  3. Filter by Role: View all users assigned to a specific role (e.g., all "Operators").
  4. Status Filter: Toggle between Active and Inactive users.

Editing User Access​

If a team member changes roles or needs to monitor new clients:

  1. Locate the user in the table and click the Actions (3 dots) menu.
  2. Select Edit.
  3. Update Role: Change their permission set.
  4. Update Customer Group: Change which clients they can see.
  5. Click Save.

Deactivate vs. Delete​

When a user no longer needs access, you have two options:

  • Status: Sets the user to Inactive.
  • Result: The user is immediately logged out and cannot log back in.
  • Why: Preserves the user's history in audit logs and allows for easy reactivation if they return.

Delete (Permanent)​

  • Status: Permanently removes the record.
  • Result: The account is gone and cannot be restored.
  • Why: Use only for accounts created by mistake or during development.

Security Best Practices​

  • Quarterly Audits: Review your user list every 3 months. Deactivate anyone who hasn't logged in recently.
  • Offboarding: Deactivate accounts the moment a team member leaves the organization.
  • Avoid Shared Accounts: Never share a single login (e.g., operator@company.com) between multiple people. This destroys your audit trail.

Related Articles

Inviting Users

Adding new team members.

Creating Roles

Building custom permission sets.

Customer Groups

Restricting client visibility.

Next: