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

Users:  

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

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.

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.