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User Management: Overview and Editing Users

From Settings > Users, administrators can view, edit and manage all users in the platform.

View Users

  • Switch between active users and all users (incl. deactivated)
  • Click a user to view:
    • Name and email
    • Assigned role
    • Group access (if using company structure)

user overview list

Edit a User

  • Click the menu icon in the top-right corner of the user page
  • You can then:
    • Change name or email
    • Update user role (admin, user, or custom via Role Management)
    • Assign or remove business area
    • Manage group/company access

user edt

Tip: Users can exist without a business area — only assign it if you want them to be responsible for grouped data.

Filtering, Columns and Views

The users overview has the same filtering and column display options available elsewhere in the platform. You can also see, and filter by, when each user account was created, using the Created column.

Users overview with filter, display and export options and a Created column

Export the User List

You can export your whole user list to Excel in one go. The export respects whichever columns and filters you currently have applied, so filter the list down first if you only need part of it.

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