User

Create a new user

1. Click the “New user” link
2. Enter the required details
3. Save

View user details

1. Click the user name
2. Check the displayed details
3. Navigate to other tabs for additional details

Remove user

1. Click the user name
2. Click the “Remove user” button at the bottom left
3. Approve as prompted

Include user in user group

1. Click the user name.
2. Navigate to the “User groups” tab
3. Click the “Include in user groups” tab
4. Click the “Include in” link to add user to user group
5. Click the “Save user” to confirm

Exclude user from user group

1. Click the user name
2. Navigate to the “User groups” tab
3. Click the “Exclude from” to remove a user from user group
4. Click the “Save user” to confirm.

View change log

1. Click the user name
2. Click the “Change log” tab
3. View all changes made to the user’s account

Check connect user id

1. Click the user name
2. Navigate to the “Configuration” tab
3. Check the Connected User ID displayed there

Filter users

1. In the User table, locate the filter icon above the user list
2. Click it
3. Filter user list based the company, service or role
4. Press “Ok” to apply filter

Delete multiple users

1. In the User table, select the checkboxes next to the users
2. Click the trash bin icon above the list
3. Confirm the deletion when prompted

Import Users

Bulk import multiple users into the system using a CSV file format.

1. Navigate to Users list in the application
2. Click the Import button (import icon) in the toolbar
3. Click “Download CSV Template” to get the required file format
4. Fill the CSV template with user data (email, firstName, lastName - all required)
5. Click “Choose File” and select your completed CSV file
6. Click “Import” to process the file

Note: Processing happens in background - you’ll receive a notification when complete. Ensure all emails are unique and properly formatted.