With the user management feature, you can manage all the users and members of your team/organization in an easy-to-use dashboard. You can add, or remove users, grant/revoke permissions, and manage the user roles in reports.
The left half of the page displays a list of all the users in the team. Whereas the right half displays a summary of the selected user. By default, the admin is displayed as the first member in the list.
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User management dashboard
{% hint style="info" %} The user management feature is available only for the workspace admins within the admin portal. {% endhint %}
The summary displays the following details:
- Email - The email ID of the user.
- Subscriptions - Number of subscriptions created by the user.
- Added by - The name of the member who added this user.
- Added at - The date and the time when the user was added.
- Last login - The date and the time when the user last logged in to the console.
- Role - This drop-down displays the user's current role, which is dynamically updated based on the option selected.
- Delete user - Clicking on this button will delete the user.
{% hint style="info" %} You can add only the maximum limit of users configured for the tenant. {% endhint %}
This window has the following options to search and filter the user list:
- Search bar - In the search bar, you can type any input and the user list will get dynamically filtered based on the entered input. Click 'x' to remove all the entered input.
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Search user
- Filter dropdown menus - You can filter the users based on their roles and the product workspaces they can access. By default, 'All members' for 'All Products' are displayed. You can choose to display specific users based on their role, such as users with the 'Admin' role or users with the 'Members' role. You can also filter based on their product access, such as users with access to Inforiver or EDITable.
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Filter by role/product access
- Sort drop-down menu - This menu allows you to sort users by their names, last login time, or added time. To sort the list, simply choose the desired option from the dropdown menu. Depending on your selection, the user list will be sorted from the latest to the oldest (by last login time/added time) or in descending order (by name). You can reverse the sorting order by clicking the sort arrow next to this menu.
- Sort arrow - If the sort arrow is pointing up, the list is sorted in ascending order for the chosen filter in the drop-down. If the sort arrow is pointing down, the list is sorted in descending order. You can toggle the order by clicking on the arrow.
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Sort users
- Sort arrows - You can also use the sorting arrows beside the corresponding header to sort the user list as required.
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Sorting arrows
Click 'Add Member' to add a single member to the application.
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Add member
A pop-up opens as shown. Enter the user's email ID in the textbox provided. You can also use the dropdown menu to select the member.
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select the member
After entering the email ID, assign their role and click Add.
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Add member
{% hint style="info" %} You will get a warning message if the given email ID already exists. {% endhint %}
The user gets added and the below message will be shown.
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User added successfully
You can choose the 'role' for the added user as either 'member' or 'admin'.
Update user role
{% hint style="info" %} Users assigned with an enterprise license from AppSource will get automatically added when they sign-in for the first time. {% endhint %}
You can choose the 'Bulk upload from CSV' option to add multiple users at a time by uploading the user details in a CSV file.
From the 'Bulk upload' drop-down, select the 'From CSV' option.
Bulk upload from CSV option
In the modal that opens up, click on the 'Upload' button and select the CSV file that you need to upload.
Upload CSV button
Click the 'Download sample' link to download a sample CSV file and update the user details in the same format given in the downloaded file.
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Downloaded sample CSV file
{% hint style="info" %} You can also configure the roles of the users as either members or as admins in the CSV file before uploading. {% endhint %}
Click 'Upload', and upload the CSV file from the file manager in your system.
After the CSV file is uploaded, click 'Add' in the 'Bulk Upload' modal that displays all the uploaded CSV data.
Bulk upload add option
On successful addition of the users, the users with their corresponding roles get added.
With Inforiver, you can bulk upload from the 'AD Group' to add a group of users at a time without having to manually add or upload a file.
Click the down caret icon in the 'Bulk upload' button on the 'User management' page. From the drop-down select the 'From AD group' option.
Bulk upload from AD group
Clicking on this option will open the 'From AD group' page. By default, no groups are added and the page is displayed as shown below.
Default screen
To add a group, click on the 'Add group' button at the top right corner of the page. This will open up the 'Add group' pop-up.
Enter the group name or select the group name from the drop-down.
Add group modal
In the below image, 'Inforiver-Documentation' has been added. Once someone from the group logs in, an account will be created for the user on the user management page with member access to the workspace.
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Add group button
The 'Derived from' field shows the AD group name that the member belongs to.
You can see the following details of the members of the AD group such as the date and time when they are added and their last login details as shown.
AD member details
You can delete the added group by clicking on the 'Delete group' button in the top right corner as highlighted in the below image.
Clicking on this button will open up a 'Delete group' confirmation modal. Click 'Delete' to confirm the deletion.
The delete option is available only for the users who are manually added through the 'Add member' option or 'bulk uploaded' via CSV file.
Select the user from the list and click 'Delete User'.
Delete user option
A pop-up opens as shown.
Delete user confirmation modal
Click 'Remove', to remove the user from the user management page.
{% hint style="info" %} All the schedules and jobs created by the user will be deleted and cannot be retrieved. {% endhint %}
The delete option is not available for the users added through the AD group as shown.
No delete option
However, you can contact the respective support team and make a request to delete the particular user from the AD Group list.
If any changes/updates are made in the Active Directory AD group, click the 'Sync' button to synchronize or update those changes to the AD group data in the user management dashboard.
Sync AD group data
You can delete the entire group by clicking the 'Delete group' button.
Delete group option
A delete group confirmation modal opens up, click 'Delete' to confirm the deletion.
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Delete group confirmation modal
When an AD group is deleted, then the member accounts associated with that group also get removed from the workspace.
{% hint style="info" %} The user can belong to more than one AD group and if the user is removed from a group or the entire group is deleted, the user account will not get removed as the user still holds the member permission in the other groups. {% endhint %}
In this section, we covered user management. Navigate to the next section to learn more about settings.