Users

Overview

Allows administrators to add, edit, or delete users.

Access Users

To access the User governance page:

1. Click Menu on the top panel to open the left navigation panel.

2. Click User to navigate to User governance.

3. Click

   1. Add New to add a new user to your organization account.

      
   2. User dropdown to choose between All and User.

      
   3. Name (First Name or Last Name) of the user to view details of the user account as shown in the next screenshot

      1. Once inside the User Details page for a user account, click

         • Login As to access the UI with the credentials of that viewer to verify everything is appearing/ working as needed.

         • Edit to make changes to the user account.

         • Delete User to remove the user account.

         In the User Details page, you will also see the various subscriptions available in that account in the Related Lists section below.

         

Benefits:

• Ensures controlled access to the platform

• Simplifies team collaboration

• Enhances security through role-based access