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Manage users and invitations

The Users page contains three views: current Users, pending and accepted Invitations, and enterprise join Requests.

Invite users​

  1. Open Users.
  2. Click Invite Users.
  3. Choose an organisational unit.
  4. Enter the email address and name.
  5. Select the required roles.
  6. Add more rows with +, or use Import Data with the downloadable template.
  7. Click OK.

Invite users

Search and filter​

  • Search current users or invitations by email.
  • Use the organisational-unit selector to narrow the list.
  • Use Refresh after an invitation is accepted or a role is changed.
  • On Requests, filter by status and requester email.

Move a user​

  1. On the Users tab, find the user.
  2. Click Move.
  3. Select the destination organisational unit.
  4. Confirm the move.
  5. Review the policies inherited by the destination unit.

Moving a user can change user settings and app assignments. Test the destination unit before moving a large group.

Change administrator access​

  1. Click Edit roles for the user.
  2. Select only the reusable roles needed for the person's responsibilities.
  3. Save the change.
  4. Ask the administrator to sign out and back in, then verify access.

Create reusable roles under Enterprise Settings → Admin Roles. The built-in Super Admin role has all permissions and cannot be edited or deleted.

Remove a user​

Before deletion, transfer ownership of any operational work and confirm that another administrator retains access. Click Delete, verify the selected account, and confirm.

Monitor secure sign-in​

The Login Security column shows whether the user's secure sign-in is enabled. Enterprise-wide requirements are configured under Enterprise Settings → Login Security.

What's next​