User Management
Last updated
Last updated
The main panel displays a list of all users with the following columns:
Username: The username of the user.
Added At: The date and time the user was added.
Last Login: The last time the user logged in.
On the right side of the panel, you can find sorting options to organize the user list. You can sort by:
Username: Sort the user list alphabetically by username.
Added At: Sort the user list by the date users were added.
Last Login: Sort the user list by the last login date.
To sort, click on the desired column header. Clicking again will toggle between ascending and descending order.
When you select a user from the list, their detailed information will appear in the panel on the right side. This includes:
Full Name: The full name of the user.
Email: The user's email address.
Role: The role assigned to the user (e.g., Admin, User).
Added At: The date and time the user was added.
Added By: The person who added that user.
Last Login: The last time the user logged in.
Add New Users: Invite new users to the system by entering their email address.
Assign Roles: Update the role of the added user, with options to assign administrative privileges.
Navigate to Add a Member:
Go to the "User Management" section.
Click on the "Add a Member" button or link.
Enter the User's Email:
In the "Email Address" field, type the email address of the user you wish to add.
Select the User's Role(Only Admin Access):
In the "Role" dropdown menu, choose the role for the new user. Options typically include "Member" and "Admin".
Select the User to Delete:
Click on the username of the user you wish to delete.
Read the Warning Message:
A warning message will appear, informing you that all schedules and jobs created by the user will be deleted and cannot be retrieved, and that the user will be removed from the approvers list in workflows.
Confirm Deletion:
Click the "Remove" button to permanently remove the user from the system.
You can choose the 'Bulk upload from CSV' option to add multiple users at a time by uploading the user details in a CSV file.
From the 'Bulk upload' drop-down, select the 'From CSV' option.
In the modal that opens up, click on the 'Upload' button and select the CSV file that you need to upload.
Click the 'Download sample' link to download a sample CSV file and update the user details in the same format given in the downloaded file.
You can also configure the roles of the users as either members or as admins in the CSV file before uploading.
Click 'Upload', and upload the CSV file from the file manager in your system.
After the CSV file is uploaded, click 'Add' in the 'Bulk Upload' modal that displays all the uploaded CSV data.
Bulk upload add option, On successful addition of the users, the users with their corresponding roles get added.
With Editable, you can bulk upload from the 'AD Group' to add a group of users at a time without having to manually add or upload a file.
Click the down caret icon in the 'Bulk upload' button on the 'User management' page. From the drop-down select the 'From AD group' option.
Clicking on this option will open the 'From AD group' page. By default, no groups are added and the page is displayed as shown below.
To add a group, click on the 'Add group' button at the top right corner of the page. This will open up the 'Add group' pop-up.
Enter the group name or select the group name from the drop-down.
In the below image, 'Editable-Documentation' has been added. Once someone from the group logs in, an account will be created for the user on the user management page with member access to the workspace.
The 'Derived from' field shows the AD group name that the member belongs to.
You can see the following details of the members of the AD group such as the date and time when they are added and their last login details as shown.
You can delete the added group by clicking on the 'Delete group' button in the top right corner as highlighted in the below image.
