User Management

The User Management section allows Customer Admins to manage users within their organisation. From here, you can add new users, update details, control access, and manage account status — all in one place.

Accessing User Management

1. Log in to the application.

2. Navigate to Users.

Users List Overview

The Users table displays:

• Name

• Email

• Status (Active / Inactive)

• Authentication Method

• Last Login

• Actions (Edit / Reset MFA)

You can:

• Search users

• Filter by status

• Sort columns

• Reset filters

User Onboarding Types

Users can be onboarded into the system in two different ways. The available actions and editable fields depend on how the user was created.

SSO Users (Microsoft / Other SSO Providers)

When your organisation is connected via Microsoft SSO (or another configured SSO provider):

• Users are automatically ingested (synced) into the system from your identity provider.

• Customer Admins only need to Activate the required users.

• No manual user creation is required.

Local Users

Local users are created directly inside the application by the Customer Admin.

Local users can be created from the Add User page. Refer to the Add User section for detailed steps.

Search & Filter Users

To quickly find users:

• Use the Search bar to search by name or email.

• Use Filters to narrow results by status.

• Click Reset Filters to clear all filters.

Add New User

To add a new user:

1. Click Add User

2. Fill in details:

   • First Name

   • Last Name (optional)

   • Email

   • Permissions (optional)

3. Click Create

The user will receive an invitation email to set up their account.

Edit User Details

To update user information:

1. Click the Edit icon in the Actions column.

2. Modify the required fields.

3. Click Save.

Field Behavior Based on User Type

For SSO Users

• First Name – Not editable

• Last Name – Not editable

• Email – Not editable

These details are managed by your identity provider.

For Local Users

• First Name – Editable

• Last Name – Editable

• Email – Not editable (after creation)

This keeps restrictions contextual and intuitive.

Activate / Deactivate User(s)

You can change the status of one or multiple users directly from the Users table.

Steps to Activate or Deactivate Users

1. Select one or more users using the checkbox in each row.

2. Once selected, a toolbar will appear at the top of the table.

3. Click:

   • Activate to grant access

   • Deactivate to remove access

What Happens Next?

• Activate: The selected user(s) can log in and access the platform.

• Deactivate: The selected user(s) will no longer be able to log in.

Reset MFA (Multi-Factor Authentication)

If a user is unable to log in due to MFA issues, you can reset their MFA configuration. This will require the user to set up MFA again during their next login.

Reset MFA Availability

Reset MFA depends on user type:

• ✅ Available for Local Users

• ❌ Not available for SSO Users

SSO users authenticate via the external identity provider, so MFA is managed outside the platform.

Reset MFA is available in two places:

Option 1: From Users Table (Row Actions)

1. Go to Users.

2. Click the three dots (⋯) in the Actions column for a specific user.

3. Select Reset MFA.

4. Confirm the action.

Option 2: From Edit User Page

1. Click Edit for the required user.

2. On the Edit User page, click the Actions button at the top-right of the form.

3. Select Reset MFA from the dropdown list.

4. Confirm the action.

Best Practices

• Assign roles carefully based on responsibility.

• Deactivate users who no longer require access.

• Review user access periodically.

If you face any issues managing users, please contact your organisation’s Admin or Support Team.