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Users

The Users area lists the account's users and the roles assigned to each. It is the area shown when the Settings page loads.

Menu path: Settings → Users · URL path: /settings/team

Task guide: Managing Users — who gets an account and what they can see.

Users area with a search box, a table of users and roles, and an Add user button

Page Layout​

The header shows the title Users with the subtitle A list of users and their roles. and an Add user button in the upper-right corner. Below the header is a Search box, then the user table, then a pagination bar.

User Table​

The table has four columns:

  • Name — the user's display name.
  • Email — the user's email address.
  • Roles — the roles assigned to the user, each shown as a tag.
  • Actions — a blue edit (pencil) button and a red delete (trash) button for the row.

The pagination bar reports the range and total (for example Showing 1 to 3 of 3 results) and provides page controls on the right.

Add user​

Click Add user to open the Add User dialog ("Enter the user information to add to the system."). Required fields are marked with a red asterisk.

Add User dialog with User Information fields, a User Authentication OAuth checkbox, and Add and Cancel buttons

The dialog has two sections:

User Information

  • First Name (required) and Last Name (required) — side-by-side name fields.
  • Username (required) — sign-in name; placeholder text shows the expected format.
  • Email (required) — the user's email address; placeholder text shows the expected format.
  • Company (required) — the user's organization.
  • Roles (required) — a Select Values drop-down for assigning roles to the user.

User Authentication

  • OAuth — checkbox that enables OAuth authentication for the user.

Click Add to create the user, or Cancel to close the dialog without saving.

Edit a User​

Click the blue edit button in a row's Actions column to open the Update User dialog. It has the same fields as Add User, pre-filled with the user's current values.

Update User dialog pre-filled with a user's details and Update, Cancel, and Reset Password buttons

Three buttons sit at the bottom:

  • Update (blue) — saves the changes.
  • Cancel (red) — closes the dialog without saving.
  • Reset Password (green) — resets the user's password.

Delete a User​

Click the red delete button in a row's Actions column to open the Delete User confirmation, which asks Are you sure you want to delete the user, followed by the username. Click the blue Yes button to delete the user or the red No button to keep it.

Delete User confirmation dialog with Yes and No buttons