Manage Users

This topic explains procedures for adding, editing, and managing users within the system.

Access the Users tab

Do the following:

From the Users tab you can:

Note: Click on the ellipsis button to the right of each user to:

Add a new user

  1. Click +Add user above the Actions column.

  2. Fill out the Add User dialog that is displayed according to the Add user fields table.

Note: Usernames must be unique.

After completing the fields, click the Add button at the bottom right of the Add user dialog.
The user is added to the list of users and is automatically sent a welcome email that enables a guided, seamless entrance into ObjectFlow. See Inside the invitation email.

Edit a user

To edit a user:

1. Click on the vertical ellipsis to the right of the user whose information needs editing.

2. On the options pop-up menu that is displayed, click Edit.

3. Modify the fields as required and then click Save to keep your changes or Cancel to discard them.

4. If required, change the MFA functionality for the user here.

Delete user

There are many reasons for deleting users including when a user leaves your organization. Deleting unauthorized users is an important security feature that should be undertaken in a timely manner.

To delete a user:

  1. Click on the ellipsis to the right of the user's row in the user table.

  2. On the options pop-up menu that is displayed, click Delete.
    A confirmation message asks if you are sure you want to delete this specific user:

  3. If you do not want to delete this user, click the x in the upper right corner of the message or click No.
    To proceed with deleting the user, click the Yes button.
    Upon clicking Yes, the User tab refreshes and the deleted user is no longer in the list of users.

Other user-related admin actions