Users Management

Use Users Management feature to add and manage users, enable or disable Multi-Factor Authentication (MFA), and manage user roles and permissions. The Master Admin has specific capabilities, such as enabling, disabling, and resetting MFA for users.

In the Users tab, a Master Admin can:

  • Click the three dots menu, and select Disable User or Delete User.
  • Click the three dots menu, Disable MFA, or Reset MFA.
  • Click Export Users to CSV to download a CSV of users.
  • Click Replace master admin to change the master admin user.
  • Add a User
    Users with Admin roles can add users and manage users and their roles in the Account Settings Users tab.
  • User Roles
    Roles are assigned to users per business unit to provide them permission to perform specific actions. Users can be assigned to one or more specific business units with a different role in each business unit.
  • User Roles FAQs
    Find answers to frequently asked questions about visibility and access permissions related to user roles.
  • Roles & Permissions
    The available permissions depend on the user's role. With the exceptions of Master Admin, Security Admin, and Account Level Audit-Log-Viewers, permissions are limited within the users' Business Units.
  • Swap Master Admin Accounts
    Sometimes the current Master Admin transfers the Master Admin role to another Administrator on the system.