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Organization Users

The Users section displays all users in your organization. It lets you invite, manage, and take action on organization users.

Navigate to Administration through “App Switcher”, then click the Users tab to view organization users.

Additional Resource: Another way to manage users is through individual stacks. Refer to Invite Users and Assign Roles for more information.

You can perform the following actions on organization users:

  • Invite new user(s) to your organization
  • Change organization role of existing user
  • Remove user(s) from your organization
  • Force password reset
  • Reset Multi-Factor Authentication (MFA)
  • Export the user list to CSV
  • View and sort by last login date

Let’s walk through each action.

Invite New User(s)

To invite user(s) to your organization, perform the following steps:

  1. Click Invite User.Organization_Users_1.png
  2. Enter the email address of the user. To add multiple users, enter email addresses separated by a comma.
  3. Assign an organization role to the new user. You can only assign either the Admin or Member role.
  4. Optionally, assign stack-specific roles to the user.Organization_Users_2.png
  5. Click Invite.

Note: Only the organization owner and users with admin roles can invite new users.

Additional Resource: See our Invite Users to an Organization document for more details, including steps for Single Sign-On (SSO) enabled organizations.

Edit a User

To update permissions for a user, perform the following steps:

  1. Click on the user you want to edit or click the vertical ellipses in the Actions column and click Edit. This opens the Edit user page.Organization_Users_3.png
  2. Update roles under Assign Organization Role or the Stack Role as required, and click Update.

Remove a User

To remove a user from the organization, perform the following steps:

  1. Navigate to the user you want to remove, click the vertical ellipses in the Actions column, and click Remove.Organization_Users_4.png
  2. In the Remove User modal, click Remove to confirm the action.

Note: Alternatively, you can also remove a user from the Edit user page.

Warning: Removing a user revokes their access to all stacks in the organization.

Force Password Reset

To send a password reset email to a user:

  1. Select the checkboxes next to the users you want to send a password reset email to, and select Force Password Reset.Organization_Users_5.png
  2. In the Force Password Reset modal, click Continue to confirm the action.

The user is forced to reset their password on their next login.

Reset MFA

Reset MFA when a user cannot access their account. Common scenarios include lost or stolen devices, switching to a new device, account security concerns, or issues with the authenticator app.

To reset MFA for a user:

  1. Click the vertical ellipses in the Actions column of a user and select Reset MFA.Organization_Users_6.png
  2. In the Reset Multi-Factor Authentication modal, click Proceed to confirm the action.

The user receives an email with a link to reset their MFA configuration.

Export Users List

Export details of all organization users in a Comma-Separated Values (CSV) file. The users are sorted alphabetically by their email address in CSV. You can open this CSV file using any spreadsheet application.

Click the “Export” icon to download the CSV file with all organization users.

Organization_Users_7.png 

View Last Logged-in Details of Users

The Users list also displays the most recent login timestamp for each user in the Last Login At column. You can sort the list by this column to easily identify recently or infrequently active users.

Organization_Users_8.png 

Additional Resource: To perform bulk actions on organization users, refer to our Bulk Operations on Organization Users document for more details.

API Reference

To manage organization users via API, refer to the following API requests:

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