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.