Edit and/or delete a user

User management is a structuring aspect of the tool: the ability to manage users' access rights, their teams, and the possibility of giving them roles within the tool. This feature is only available to Administrators, and the first Administrator is the one who assigns admins and users. 

These are the different actions related to user management:

• Add a user (link)
• Modify a user
• Delete a user

You can access the “User access management” tab in the Configuration tab in the thumbnail.

Edit a user

To update a user’s profile:

Navigate to the user list and find the pen icon in the “Actions” column, situated on the far-right next to the user you want to edit.

Click the pen icon to access their profile. As an administrator, you can modify the following details:

• Profile picture (click on “choose a picture”)
• First and last name
• Title
• Enable TFA
• Contact information (company, occupation, phone & address)
• Regional settings (language & time zone)
• Group name

Enter the new information in the corresponding fields and click “Save.” This process mirrors editing your own profile.

User’s team

To adjust the user’s team affiliation:

Locate the Team column on the list and click on the current team to reveal a dropdown list of all teams. Select the desired team to add or move the user to.

For homepage or quorum settings

Find the “Display” column. Click on the relevant information on the user’s line to make changes.

Roles

Look for the “Roles” column. Click on the user’s roles to make changes.

Delete a user

To delete a user: 

Go to the user list. Locate the recycle bin icon on the far-right next to the user you wish to delete and click on it. Confirm the decision by clicking on “Remove user”.

Additionally, the bell icon in the “Actions” column allows you to send a reminder email, prompting the user to change their password.