Overview
Once a user has created their account and completed their assessment(s), you can manage their profile, update permissions, and control account status directly from the All Users tab.
Key actions available
Edit personal details and demographics
Control account activity status
Verify admin users manually
Delete shared report links
Copy users between accounts
Merge user with imported (HRIS) user
Permanently delete users
Edit personal details & demographics
Go to the All Users tab
Select the user
Click on Full profile
Open the User tab
Edit their personal details or demographic information
Click Save
Manage user settings
Within the user profile, you’ll see the following options:
Active – Toggle off to temporarily deactivate the user’s account
Verify – Toggle to manually verify an admin-level user so they don’t need to verify their email at login
Shared links – Delete active links for the user’s shared report (this disables previously generated links only)
Delete – Permanently delete the user and all associated assessment results
Important: Deleting a user is permanent and cannot be undone.
Manage user account
Merge user with imported (HRIS) user
If a user completed an assessment using their personal email and later appears in your HRIS with a work email, you can merge the two accounts.
Refer to this article for step-by-step instructions.
Copy a user to another account
If you manage multiple accounts, you can copy a user from one account to another.
This action:
Does not delete the user from the original account
Maintains their data in both accounts
Refer to this article for step-by-step instructions.
FAQs
Can I temporarily deactivate a user instead of deleting them?
Yes. Toggle Active off to make the account inactive without deleting data.
What happens when I delete shared links?
Previously generated report links will stop working, but the user’s data remains intact.
Can I restore a deleted user?
No. Deletion is permanent and cannot be reversed.