Manage users

Column actions

• Click a column header to sort by ascending or descending order.
• Drag and drop a column header to move the column left or right.
• Drag the end of a column corner to re-size.

Individual user actions

Perform the following tasks on an individual user:

View

Opens the View user page in read-only mode. It shows user details, assigned roles, and general details such as Last Modified, Modified by, Object type, and User type.

You can edit a user detail and enable or disable a user.

Edit

Opens the Edit user page in write mode. You can update user details, device login credentials, assigned roles, and device licenses.

When you edit a user, an email is sent notifying the user if SMTP is enabled.

Only user devices with the Bot agent installed at the system level are available for selection as the default device.

Enable︱Disable

Activates or deactivates the user. When you enable or disable a user, an email is sent notifying the user if SMTP is enabled.

Delete

Deletes the user. This is useful when users leave an organization or move to another role. This frees both the device to which the user was attached and the allocated license.

When you delete a user, an email is sent notifying the user if SMTP is enabled.

Table-level actions

Perform the following tasks by hovering the mouse over the icons at the top-right of the User table. These actions can be performed only at a table-level and not on individual items.

Create role with checked items

Adds a role and assigns the selected users.

Create a user

Delete checked items

Deletes the selected users. You cannot delete a user who is currently logged in.

Export to CSV

Exports the selected users in the table in CSV format.

Refresh

Refreshes the table and reflects the latest data.

Customize columns

Select the columns to show or hide in the table.