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
Important: You need permission to update this user to edit their personal details or demographic answers. If you can only view the user, these sections are read-only.
Go to the All Users tab
Select the user
Click on Full profile
Open the User tab
Edit their personal details.
Click Save.
7. Update their answers under Demographics.
8. Click Save in that section.
Note: The Demographics section shows the questions and answer choices configured for that account, including custom ones.
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
Trigger Password Setup - Send an email with a link for the user to set their password
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.
Why don't I see every demographic question for this user?
The Demographics section only shows the questions your account uses. Questions and answer choices hidden for the account don't appear here. To learn how to configure demographic questions for your account, see this article.