Users
The Users page allows you to manage user accounts in your tenant. You can create local users, assign roles and groups, reset passwords, and merge user accounts.
Accessing Users
Navigate to Identity > Users to access the user management interface.
The list shows all users in the current tenant with the following columns:
| Column | Description |
|---|---|
| Username | The user's login name |
| The user's email address | |
| First Name | The user's first name |
| Last Name | The user's last name |
| External Logins | Identity providers linked to this user (e.g., Google, Azure AD) |
Toolbar Actions
| Button | Description |
|---|---|
| New User | Create a new user account |
| Search | Filter users by name, email, or other fields |
| Export to Excel | Export the user list to an Excel file |
| Export to PDF | Export the user list to a PDF file |
| Refresh Data | Reload the user list |
Row Actions
| Action | Description |
|---|---|
| Edit | Open the user in the edit form |
| Reset Password | Navigate to the password reset page |
Context Menu
Right-click a user row for additional actions:
| Action | Description |
|---|---|
| Merge into... | Merge this user into another user account |
| Delete | Delete the user (with confirmation) |
Creating a New User
Click New User in the toolbar to open the user creation form.
Account Information
| Field | Required | Description |
|---|---|---|
| Username | Yes | Unique login name for the user |
| Yes | Email address (must be unique within the tenant) |
Personal Information
| Field | Required | Description |
|---|---|---|
| First Name | No | User's first name |
| Last Name | No | User's last name |
Password
| Field | Required | Description |
|---|---|---|
| Password | Yes | Initial password for the user |
| Confirm Password | Yes | Must match the password field |
Click the Generate button next to the password field to automatically create a secure password. The generated password is displayed so you can copy it before saving.
Roles
The Assigned Roles field lets you select roles to assign directly to the user.
It is recommended to assign roles via groups instead of directly to users. Direct role assignment is best suited for exceptional cases.
Group Memberships
The Assigned Groups field lets you add the user to one or more groups. The user inherits all roles assigned to those groups.
Click Save to create the user or Cancel to discard.
Editing a User
Click Edit on a user row to open the edit form. The form shows the same fields as the creation form, with the following differences:
- Username is read-only and cannot be changed
- The Password section is not shown (use Reset Password instead)
- The External Logins section shows linked identity provider accounts (read-only)
Resetting a Password
Click Reset Password on a user row to open the password reset page.
| Field | Required | Description |
|---|---|---|
| Username | — | Displayed as read-only |
| New Password | Yes | The new password |
| Confirm Password | Yes | Must match the new password |
Click the Generate button to create a secure password automatically.
Click Save to apply the new password or Cancel to discard.
Merging Users
Merging transfers external logins from one user (the source) into another user (the target). The source user is deleted after the merge.
This is useful when the same person has multiple accounts — for example, one created manually and one created automatically via an identity provider.
To merge a user:
- Right-click the source user and select Merge into...
- In the dialog, search for and select the Target User
- Click Merge to confirm
The source user is permanently deleted after the merge. This action cannot be undone.
User Types
The user list may contain different types of users:
| Type | How to Recognize | Created By |
|---|---|---|
| Local user | Normal username | Administrator via the user form |
| External user | Has entries in the External Logins column | Self-registration via identity provider |
| Cross-tenant user | Username starts with xt_ | Cross-tenant authentication from a parent tenant |