My users

On this page, you can view the list of users and manage their account settings.

Filters

You can narrow down the list using the following filters:

• Name – search by user name.

• Role – filter by user role.

• Is enabled – filter by account activation status

Table columns

The table contains the following columns:

• Name – the user’s login in the system.

• Password – the user’s account password.

• Role – the user’s role.

• Projects – the list of projects the user is assigned to.

• All Clients Boss – global administrator indicator for all clients.

• Boss – the name of the user who is the direct supervisor (boss).

• Is enabled – account activation status.

• Actions – List of actions you can perform with the line.

Available Actions

Editing the Project List for a User

To add a user to a new project:

1. Locate the user’s row in the table or use the filters tab.

2. Click on the pencil icon in the Projects column. The row will switch to edit mode.

3. Select one or more projects from the dropdown list.

4. Click Save. The user will be added to the selected projects.

Activating or Deactivating a User Account

1. Locate the user’s row in the table.

2. Double-click the cell in the Is enabled column. The checkbox will become editable.

3. To activate the account – check the box.

4. To deactivate – uncheck the box.

Copying a row in a table

1. Find the row you need to copy in the table.

2. Click on the three dots in the actions column. You will see a list of available actions.

3. Click on the "Copy row" icon. Done. You can also click on the pin icon, which will pin the copy icon next to each row in the table.