Only administrators can access settings and view users.
Read more about user details.
Quick Steps
Select settings
Select users
A list of all users within the selected company will display, along with other information:
Username with their user permissions
Company
Last login (date)
Total logins (count)
Status: active, disabled, deleted
Created on (date)
Updated on (date)
Created by (user)
Updated by (user)
Filter bar at the top and Sorting arrows next to each heading allows for easy searching.
Read more about how to update users.
Object Access
To view the number of objects (processes, value streams, managed documents, share links) a user accesses, the user list can be exported to CSV or Excel. A column, Total Object Access, will display this information. This object count does not split into different companies; it will count all object accesses across all companies.
Export to Excel/CSV for More Information and Easier Data Analysis
The following fields can be found on the Excel/CSV export:
User ID
Username
First Name
Last Name
Email Address
External Reference
Timezone
Company
Roles Associated
Permissions
Last Login
Total Login
Total Object Access
Status
Created On
Updated On
Created By
Updated By
List with Email Addresses: To view a list of user email addresses, the user list can be exported to CSV or Excel.
List with User Permissions: Because user permissions appear under the username instead of in a separate column, they can be viewed on this page but cannot be sorted. To enable sorting and further data analysis, export the sheet to Excel or CSV, where the user permissions appear in their own column.