User

A User is an individual who has access to the system. Users have unique identifiers such as email addresses and can belong to various user groups. Depending on their function or access level within the application, different roles can be granted to the users.

Create a new user

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

Remove user

  1. In the User list, click on the name of the desired user
  2. Click the “Remove user” button at the bottom left
  3. Approve as prompted

Note: Users will lose access to the selected context. If they are not associated with any other contexts, their account will be deleted.

Remove multiple users

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

Note: Users will lose access to the selected context. If they are not associated with any other contexts, their account will be deleted.

Change user details (email address, first name, last name, user language)

  1. In the User list, click on the name of the desired user
  2. Check the displayed details
  3. Update details as needed
  4. Click “Save user”

Note: This is only possible if the email has not been verified (i.e., no verification date exists) and the user does not have roles in multiple customer contexts.

Include user in user group

  1. In the User list, click on the name of the desired user
  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 “Save user”

Note: Users member of a user group will inherit all access that is configured based on roles assigned for the user group.

Exclude user from user group

  1. In the User list, click on the name of the desired user
  2. Navigate to the “User groups” tab
  3. Click the “Exclude from” to remove a user from user group
  4. Click the “Save user”

Note: By removing the user from the user group, the user will lose all inherited access through that user group.

Check user membership

  1. In the User list, click on the name of the desired user
  2. Navigate to the “User groups” tab
  3. Under “Included in user groups”, review the list to see which groups the user belongs to.
  4. If needed, use the Search field to locate specific group names.

View user change log

  1. In the User list, click on the name of the desired user
  2. Click the “Change log” tab
  3. View all changes made to the user’s account

Export user change log

  1. In the User list, click on the name of the desired user
  2. Click the “Change log” tab
  3. Press the “Export” button.

Check the Connect user ID

  1. In the User list, click on the name of the desired user
  2. Navigate to the “Configuration” tab
  3. Check the Connected user ID displayed there

Filter users by access criteria

  1. Click the icon in the User list to open the Advanced Filter window
  2. Use the filters to limit users based on their Company, Service, or Role access
  3. Click OK to apply the changes

View user details (email address, first name, last name, user language)

  1. In the User list, click on the name of the desired user
  2. Check the displayed details
  3. Navigate to other tabs for additional details

View user account status (Email verified date, Last login date)

  1. In the User list, click on the name of the desired user
  2. Check the displayed details
  3. Check Account status details

Clear user filters

  1. Click the icon in the User list to open the Advanced Filter window
  2. Click “Reset all” to clear all filters
  3. Click OK to apply the changes

Import users

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

  1. Navigate to the Users list
  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.

Export users

  1. Navigate to the Users list
  2. Click the Export button (export icon) in the toolbar.
  3. Click the notification that appears in the top-right corner.

Copy user

  1. In the User list, click on the name of the desired user
  2. Click on the ‘Copy access to new user’.
  3. Fill in the new user’s basic information
  4. After reviewing the user details and copied access, click “Save user and copy access” to create the new user.

Note: Copying a user means creating a new user with the same service access.

Last modified October 20, 2025