Manage users and permissions

To navigate to Manage users and permissions please go to Settings>Manage users and permissions.

This section gives you an overview of all the users in the board portal and their roles.

Registered/Active users

Displays a list of all active users. You can edit their system role and configure their user profile.

Edit a user’s profile

To open a specific user’s profile, click directly on the first or last name of the user.

You may edit the user’s name, registered phone number, system language, time zone and two-factor authentication method.

Edit a user’s assigned user roles

You can edit a user’s assigned user roles from within the user’s profile. In the section User roles you will see a list of all the available user roles in the portal.

To assign a user role to the user, please check the checkbox to the right of the user role.

To remove an assigned user role from the user, you can click on the checked checkbox to remove the checkmark.

Edit a user’s system role

You can edit a user’s system role from within the user’s profile. In the section System Roles you may select the system role you wish to assign to the user.

You can read more about system roles in this article.

Unregistered users

Shows all pending invitations to the portal. You can resend, renew, or delete invitations. Once a user registers via the invitation link, they will be added to the list of Registered/Active Users.

To resend an expired invitation, click the white envelope next to the user to renew the invitation link and send a new email notification.

Deactivated users

Lists users who have been deactivated, with the option to reactivate them. When reactivated, users are moved to the Registered/Active Users list with the same access they previously had.