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User Overview / User Management

Manage existing users, review their status and last login, adjust roles and groups, and control invitations centrally via the user overview in the dashboard.

Updated over 2 weeks ago

In the Users section of the dashboard, you can not only create new users (see article Add User), but also manage all existing users.

The user overview provides a structured list of:

  • Name

  • Email address

  • Status

  • Last login

  • Role

From here, you control changes, invitations, and password resets.

Understanding the Overview

The table includes the following columns:

  • First and last name

  • Email address

  • Status
    Indicates whether the user has verified their invitation.

  • Last login
    Shows when the user last logged in.

  • Role
    Standard roles:

    • Company Admin

    • Company User
      Additional roles are explained in the separate Roles article.

Sorting Users

  • Click on a column header to sort the list.
    Example: Clicking Email address sorts users alphabetically by email.

Using Search

  • Use the search function to quickly find a specific user.

Editing a User

Click the three dots at the end of a user row to:

Edit User Information

  • Edit name

  • Change roles

  • Assign or remove groups

  • Change language

Delete User

  • You can always delete a User and add him afterwards again.

ReInvite/Reset Password

Available options depend on the user’s status:

User not verified

  • Resend invitation

User verified but has not logged in

  • Send password reset

User forgot password

  • Send password reset

Users can also request a password reset themselves via the login page.

System Dependencies

  • Status is based on email verification.

  • Last login is recorded automatically by the system.

  • Roles control access rights.

  • Groups define structure and visibility.

Tips & Tricks

  • Use sorting to analyze large user lists efficiently.

  • Regularly review users with “not verified” status.

  • Adjust roles when responsibilities change.

  • Use search to quickly locate individual users.

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