User management settings can only be accessed by users with an Admin role
As a workspace admin, you have control over managing user accounts within your company workspace. Through the User management settings, you can view, edit, and manage user information, reset passwords, revoke 2FA, and remove users as needed to ensure smooth operations within your workspace.
Accessing User management settings
Follow these steps to access user management:
- Click the icon in the bottom left corner to open the “General Settings” page.
2. Under “Company settings”, click “User management”.
Within User management settings, you’ll be able to see a complete list of all user accounts currently active within your organization’s workspace. This list gives you a clear overview of who has access, allowing you to monitor and manage accounts efficiently.
View and edit user information
To view or update the details of a specific user:
- In the “User management” page, hover over the user’s record that you want to view.
- Click the icon that appears next to the user’s name.
- Select “Edit” from the dropdown menu. This will open the user’s details page, where you can view or modify their account information, such as their name, email, and role within the workspace.
- Click “Save” to save the changes made.
Reset password
If a user has trouble accessing their account or forgets their password, you can help them reset it:
- Go to the user’s details page as described above.
- Click “Reset password” and follow the instructions on the screen.
Revoke 2FA setup
Two-factor authentication (2FA) adds an extra layer of security to user accounts. However, if a user needs to reset their 2FA setup (for example, if they lose access to their 2FA device), you can revoke it:
- Go to the user’s details page as described above.
- In the user’s details page, click “Revoke 2FA”.
- Follow the prompts to remove their current 2FA setup. The user will then be able to reconfigure their 2FA settings.
This process helps maintain security while allowing users to re-secure their accounts with minimal disruption.
Manage user status
Within a user’s details page, you’ll find a status toggle beneath their name. This allows you to manage their Online/Away status on their behalf.
This feature is particularly useful for managing users who are temporarily unavailable, ensuring that their status accurately reflects their availability to other team members.
Remove users
Removing users from your workspace helps maintain security and ensures that only active team members retain access. You can remove users individually or in bulk.
Remove users individually
There are two ways to remove a user:
Remove users from the “User management” page
- In the “User management” page, hover over the user’s record you would like to remove.
- Click the icon next to the user’s name.
- Select “Delete” from the dropdown menu. A confirmation prompt will appear.
- Click “Delete” to confirm the removal.
Remove users from the User details page
- Navigate to the specific user’s details page.
- Scroll down and click the “Delete account” button.
- A confirmation prompt will appear, click “Delete” to confirm the removal.
Deleting a user removes their access from the workspace immediately.
Remove users in bulk
To remove multiple users at once:
- In the “User management” page, select the checkboxes next to the users you wish to remove.
- Once selected, a “Delete” button will appear at the top of the user table.
- Click “Delete” and confirm the action in the prompt.
This bulk removal feature saves time when managing large teams and ensures that you can quickly clean up inactive or outdated user accounts.
Manage pending invitations
You can monitor any pending user invitations that have been sent to users who haven’t yet joined the workspace. Follow these steps to view pending invitations:
- Click the icon in the bottom left corner to access “General settings”.
- Under “Company settings”, click “User management”.
- At the top of the “User management” page, click on the “Pending” tab to see all pending invitations.
This list helps you keep track of users who have been invited but haven’t completed the registration process, allowing you to follow up if needed.