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How to Manage Users

Steven Tobolar
Steven Tobolar
  • Updated

As an Account Admin, or a user with the permission to manage users, you can see and manage all the users in your organization.

View your users

  1. Click your initials in the top right corner and select Company Settings.
  2. Open the Manage Users tab. The Users list opens.

The list shows each user's Status, First Name, Last Name, Role, Email, Verified, Registration Date, 2FA and Primary Phone Number. Click a column name to sort the list. To find a user, type in Search users... or click Filters.

Users list

Add or edit a user

Manage a user

Open the More menu (represented with ...) at the end of the user's row. Depending on your permissions, you can:

More menu for a user

Manage several users at once

Tick the users you want to change. Activate, Deactivate and Delete above the list then work on all the selected users, and a confirmation message tells you how many users were changed.

Bulk actions for selected users

If you're an MSP Admin, see How to Manage a Client's Users as an MSP Admin.

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