User & Group Management

This option allows admins to

1- Manage users and add-ons that are added to the users

2- Manage groups and group members for Project Management

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Users:  

Under this tab, click on the icon highlighted below under ID field (Next to the user you want to work with).

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The Users tab can be used to perform the below actions:

1- Enable/Disable a user. Controls the Status of the user by enabling or disabling it. 

2- Edit a user: which allows you to:

• Change username and password

• Change first name, last name and email address

• Change user role

• Add groups to this user or remove access to groups

3- Unlock Artifacts: unlocks artifacts which are locked by the user.

4- Transfer Artifacts: Transfers ownership to another account.

5- Delete user: Deletes a user from the account

6- Add-ons, Assets and Artifacts: which views the users' add-ons, assets and artifacts numbers

To search for a user, click on the text box [Search username, email, first name, lastname] and enter some information to help you locate the account.

Groups

The Groups tab can be used to perform the below actions:

1- Create a new group, edit a group name or delete an existing group

2- Manage Members which allows you to add users to the group or remove existing users from it.

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You can drag and drop users from one list to the other to add/remove them from the group. You can also use the highlighted buttons below to Add All or Remove All users.

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