Managing Users
Learn how to how to add, organize, control access for, and maintain users in your account.
13 articles
Add a new userInvite users through a campaign or create an admin directly.
Create new adminsGive teammates admin access so they can manage the platform with you.
All Users table: add columns and filtersCustomize your All Users table with columns adn filters for faster user management.
All Users table: Create and save score filtersHow to filter users by assessment scores and save custom views.
All Users table: Save and manage custom viewsSave your preferred columns and filters so you can reuse them anytime.
Tags: create, assign, delete, and upload in bulkUse tags to organize users, filter dashboards, and manage data more efficiently.
Edit user details and settingsEdit user personal information and adjust user account settings.
Merge user with imported (HRIS) userCombine a personal email account with a work email from your HRIS feed.
Copy or move users between accountsTransfer users across accounts you manage — with or without their assessment results.
Access control filtersRestrict what specific admins can see by filtering users by tags, campaigns, and more.
Upload HRIS dataAdd company data to users for filtering, reporting, and access control.
Download user dataExport assessment results and user data as a CSV file.
Delete usersPermanently remove users and their assessment data.