New User Management Interface

In this article, we will walk you through all the features of the new User Management functionality. You will learn how to invite and manage users and explore all available bulk actions. This new interface is designed to help admins manage users more efficiently and with greater ease.

 

Note: This feature is currently in closed preview. If you would like to enable it, please reach out to our support team. 

 

• Add/Invite Users 
• Manage Existing Users and Bulk Actions

 

Add/Invite Users

First, navigate to Administration then select User management. 

You can create and send the invitation email to multiple users in one go. Just click the "Add users" button and follow these steps:

1. Paste all the email addresses you want to invite 
2. Select their role 
3. Select their team 
4. Select or Create tags 

 

 

 

Once done, click the "Add and invite" button 

Manage Existing Users and Bulk Actions

Managing users has never been easier!  You can manage users individually or in bulk. 

Note: You can easily find users using the search functionality, which allows you to search across all columns in the grid. Additionally, you can filter by status, role, team, or tags to narrow down your selection. You can also customise your view by showing/hiding columns to suit your preference.

 

Once you have identified the group of users, you can perform the following actions: 

• Change teams 
• Manage tags 
• Reinvite users 
• Enable users 
• Disable users 
• Reset passwords 
• Change roles 
• Delete users 

 

Change Teams

This option lets you move users between teams with one click. Start by selecting the group of users you want to change their team, then select "Change Teams" from the Bulk Actions drop-down list.

 

A popup will show with a list of all teams, select the new team and click the "Change teams" button to proceed

 

You will receive a confirmation message indicating that the bulk change has been scheduled and will be completed in a few minutes.

 

 

Manage Tags

This option allows you to add or remove tags for multiple users at once. Start by selecting the group of users you want to add/remove their tags, then select "Manage Tags" from the Bulk Actions drop-down list.

1. Add tags: Choose this option to either create a new tag or add existing tags to all selected users 

2. Find and remove tags: Choose this option to search for existing tags, select the tag(s) you want to remove from all selected users 

Once ready, click the Apply tags button to proceed 

 

You will receive a confirmation message indicating that the bulk change has been scheduled and will be completed in a few minutes.

 

Reinvite Users

This option allows you to bulk re-invite users by sending a reminder welcome email to those who were invited more than 7 days ago. Start by selecting all users that you want to re-invite then select the Re-invite users option from the bulk actions drop-down list 

Note: Users who have already activated their accounts won't receive this reminder email.

A pop-up will appear to confirm the action before sending the welcome email to all selected users, click the Reinvite users button to proceed.

 

 

You will receive a confirmation message indicating that the bulk change has been scheduled and will be completed in a few minutes.

 

 

 

Enable Users

This option allows you to bulk enable users. Start by selecting all users that you want to enable then select the Enable users option from the bulk actions drop-down list.

 

Tip: You can filter by status to easily retrieve a list of all disabled users.

 

 

A pop-up will appear to confirm the action before enabling the users, click the Enable users button to proceed.

 

 

You will receive a confirmation message indicating that the bulk change has been scheduled and will be completed in a few minutes.

 

 

 

Disable Users

This option allows you to bulk disable users. Start by selecting all users that you want to disable then select the Disable users option from the bulk actions drop-down list.

 

Tip: If you have SSO enabled, make sure you also revoke their access in your IDP

 

A pop-up will appear to confirm the action before enabling the users, click the Disable users button to proceed.

 

 

You will receive a confirmation message indicating that the bulk change has been scheduled and will be completed in a few minutes.

 

Reset Passwords

This option allows you to send a password reset email to several users at once. Start by selecting all the users you want to reset password for, then select the Reset passwords option from the bulk actions drop-down list.

 

Note: Users who haven't activated their accounts yet will be excluded. 

 

 

 

A pop-up will appear to confirm the action before sending the password reset email to the selected users, click the Disable users button to proceed.

 

 

You will receive a confirmation message indicating that the bulk change has been scheduled and will be completed in a few minutes.

 

Change Roles

This option allows you to change the role of several users at once. Start by selecting all users that you want to change their role then select the Change roles option from the bulk actions drop-down list.

Note: This option can only be used to change the users' roles between developer and team manager. To change to a company admin role, you will need to select the individual user and update their role via the "Edit User" screen.

 

 

A pop-up will appear to confirm the action before changing the role of the selected users, click the Change roles button to proceed.

 

 

You will receive a confirmation message indicating that the bulk change has been scheduled and will be completed in a few minutes.

 

Delete Users

This option allows you to permanently delete users from the platform. Start by selecting all users that you want to delete then select the Delete users option from the bulk actions drop-down list.

 

IMPORTANT: This step will permanently delete all of the selected users along with their associated progress/history from the platform. This action is irreversible and the data can't be recovered.

 

 

A pop-up will appear to confirm the action before deleting the selected users, click the Delete users button to proceed.

 

 

You will receive a confirmation message indicating that the bulk change has been scheduled and will be completed in a few minutes.