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Managing User Accounts in Your Workgroup

This article explains how to add, edit, and remove user accounts for your workgroup.

Prerequisite

You must be assigned to the workgroup admin role.

View User Accounts in Your Workgroup

  1. Select the sprocket near the bottom of the window to see the Settings menu.

settings_sprocket.png

  1. Select User Management to open the User Management page.  The first and last name, email address, and role for each user in your workgroup is listed.

  1. Use the controls at the bottom of the page (arrows) to move forward and backward through the result pages.

Search for a User

In the User Management page, type any part of the user's first name, last name, email address, or role in the appropriate field in the first row of User Management page.  

Search results that match what you typed appear in the list.

Adding a User

To add a user, complete the following steps.

  1. Select the Add User button, near the top right part of the screen.
  2. The Add User screen opens.

  1. Add the first name, last name, email address, and the role that you want the user to have.  Note that all fields must be filled in, the email address must be formed correctly and must not duplicate any other email address in the workgroup.  
  2. Select Create to create the user.
  3. When this is complete, an onboarding email is sent to the user.

Editing a User

To edit a user, do the following.

  1. Select the three-dot menu for the user, then select Edit User.  The three-dot menu is on the right side of the user’s role.

  1. The Edit User screen opens.  You can edit the first name, last name, and/role for the user.  You cannot edit the email address.

  1. When finished, select Save.

Removing a User

To remove a user, do the following.

  1. Select the three-dot menu for the user, then select Remove User.  The three-dot menu is on the right side of the user’s role.

  1. The Remove User pop up opens.  Select Remove User.

  1. The user is removed from the list.

Copying the UID

Copying the UID can be quite helpful if you are using the SDK.  To copy the unique identifier (UID) for a user, select the three-dot menu for the user, then select Copy UID. The three-dot menu is on the right side of the user’s role.

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