Managing User Information, Permissions: Add, Edit, and Delete Users

Introduction

This article explains the user management functionalities available for different account types within the platform. It provides guidance on navigating user statuses, editing permissions, and managing user accounts effectively.

In this article:

• User Status Types
• Managing User Profiles
• Changing User Account State
• Viewing User History

User Status Types

1. Select the Users tab.
2. Click on the name of a user. Above the user's name, you can filter statuses: (New, Active, Blocked).

• New: A user with a "New" status means that an invitation has been sent to this user. However, they have either not yet accepted this invitation, or they have not yet logged in to the platform.
• Active: A user with an "Active" status means that the invited user has accepted the invitation and has logged into the platform.
• Blocked: A user with a "Blocked" status means that the user has been Deactivated. This user does not have access rights to the platform. However, as this user is still shown in the list of users, it can be renewed. A blocked user can be fully removed from the platform if all their Permissions have been removed.

Managing User Profiles

In the User Profile page, you can:

1. Edit/add permissions as needed.
2. Delete a User from the platform, simply selecting the trash bin icon, it will remove the user's permission from the platform.
3. Deactivate active users / Activate blocked users. In case the user hasn't yet accepted the invitation, it will have the option Resend Invitation.
4. Reset MFA is needed when the Appxite user loses access to the Authenticator app on their mobile device, often due to changing phones or similar situations.

Changing User Account State

When selecting the Deactivate button, a confirmation window will appear:

If you want to change user account state to Blocked select Yes.

Viewing User History

History tab shows the table with all changes to the profile and permissions.

Period can be filtered from 1 Week, 2 Weeks, 1 Month, 3 Months, 6 Months, 12 Months, and All time.

Limitations

When managing user permissions, you must add new permissions before removing existing ones to avoid having to re-invite the user.

Summary

This article provides comprehensive guidance on managing user accounts within the platform, including understanding different user statuses, editing user profiles and permissions, deactivating or activating accounts, and viewing user history. Following the proper sequence when modifying permissions can prevent the need to re-invite users.