How to Manage Users

:warning: Role required: The features described in this guide require the Organisation Administrator role. If you do not have this role, contact your organisation's administrator.

The Users page allows you to manage all users within your organisation: invite new users, update existing profiles, manage local login access, import users in bulk, and remove users.

Navigation

Click on Users in the left sidebar or on the Users card on the home page.

The Users page displays a table with the following columns:

The page also provides the following actions at the top:

• Disable Local Login: Remove local login capability for selected users
• Allow Local Login: Enable local login for selected users
• Import Users: Bulk import users from a CSV file
• New User +: Invite a single new user

How to Invite a New User

1. Click New User +.

   

2. Fill out the form:

   Field	Description	Required
   Email	The user's email address (must be in an authorized domain)	Yes
   First Name	User's first name	Yes
   Last Name	User's last name	Yes
   Administrator	If selected, the user will have rights to administer the organisation	No
   Local Authentication	If selected, the user will receive an email to set a password and log in directly without SSO	No
   Licenses	Select the application licenses to assign	No
   Groups	Select the groups to add the user to	No

3. Verify the information.

4. Click Apply. The user will receive an email with instructions.

Tip: If the user's organization has an Identity Provider configured, you generally do not need to enable Local Authentication — the user will log in via SSO.

How to Modify an Existing User

1. Click Edit next to the user you want to modify.
2. Update the relevant fields (name, administrator status, licenses, groups).
3. Click Apply.

How to Import Users in Bulk

Click Import Users to upload a CSV file and create multiple users at once.

CSV Format

The CSV file must follow this format:

Example CSV file:

email,first_name,last_name
jane.doe@example.com,Jane,Doe
john.smith@example.com,John,Smith
alice.wong@example.com,Alice,Wong

Important notes:

• The file must use a comma (,) as the delimiter
• The first row must contain the column headers
• Email addresses must belong to an authorized domain for your organisation
• If a user with the same email already exists, they will be skipped
• After import, users can be assigned licenses and groups individually or via bulk actions
• An import report will show which users were created successfully and which had errors

How to Manage Local Login

Use the Allow Local Login and Disable Local Login buttons to enable or disable email/password authentication for individual users.

1. Select one or more users using the checkboxes.
2. Click Allow Local Login or Disable Local Login.
3. Confirm the action.

This is useful when:

• Transitioning between SSO and local authentication methods
• Providing temporary access to users whose IdP is not yet configured
• Ensuring an administrator retains access when disabling an Identity Provider

How to Remove a User

1. Click Delete next to the user you wish to remove (e.g., when they leave the organisation).
2. Confirm the deletion.

Effects of removal:

• Login becomes impossible
• Application access is blocked
• All user data is permanently deleted

Warning: User deletion is irreversible. Consider disabling access instead (by removing licenses) if the user may return.

Related

• Organisation Administrator Guide
• Group Management