As Project Manager you can use the Manage Users page to:
- Add/delete users and modify their details
- Contact users
- Disable a user (from the project)
- Reset passwords and security authentication (shown below)
Access the Manage Users page
- Select the Manage → Users menu.
The search box allows you to search for users based on full name, email address, or username. The search results appear in real time as you type in the search text.
The Manage Users page has the following details:
|The Batch actions drop-down allows users to Activate or Deactivate selected users in one step.|
The Activate option appears if the selection does not include any retired users. Similarly, the Deactivate option does not appear if the selection does not include any Active users.
Upon clicking Activate/Deactivate, the relevant confirmation prompt is presented to confirm the action to be performed.
By default, Active as well as Inactive users are listed.
To list only Active or only Inactive users, click the Show: All users drop-down and select the appropriate option.
By default, all the users from the project are listed.
To list users belonging to the organization, or only users not belonging to the current project, click the Show: In this project drop-down and select the appropriate option.
Edit the user’s details. The user information appears in the Add User section above the list, where it can be modified and saved by clicking Save. If the modifications are to be discarded, this can be done by clicking Cancel.
Login as the user. A confirmation message is displayed and the Project Manager can impersonate as the intended user by confirming the action. This button is available only when the user is assigned to the current project.
The More drop-down allows you to deactivate/activate, reset password, reset answers to security questions, reset 2-Factor Authentication, view the user profile, or delete the user. The action is performed after the action is confirmed in the confirmation prompt that appears next.
The user’s full name, appearing in the format Last Name, First Name.
The user’s username.
|Email address||The user's email address.|
Date and time of the user’s last login. This appears as "Never logged in" for users who have never logged in.
|Status||The current status of the user. This can either be Active or Retired.|