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Managing users

In this guide:

Editing user details

As an administrator, you can change your own name and email address from this screen. You are also able to modify your role.

Administrators cannot edit the user details or username for anyone other than themselves. Only each individual user can update their own information.

Administrators are able to edit a users name, email address, or role within the account. To edit user details:

  1. Select Users from the sidebar.
  2. Select the name of the user that you'd like to edit, or select the three dots menu and then Edit
  3. Edit the user's name, email address, or role.

  4. Select Save to save your changes.

If you remove your administrator role you will need another administrator to give you these permissions back.

Resending account invitation emails

If a user has lost their invitation to join the account, or their link has expired, you can resend their invitation. 

  1. Select Users from the left navigation side bar.
  2. Select Pending users.
  3. There are two ways to resend an invitation email:
    • If the user details look correct - Select the three dot menu and then the Resend Invitation option.
    • If the user details are wrong - Select the name, email or status of the user to access the user details page. Edit the listed email address and then select Save. You can now select the Resend Invitation to the new email. 
  4. The status of the user will change from Pending Invitation to Invitation Resent

Deactivating and reactivating a user

Deactivating a user

Deactivating a user will stop them from logging in to their account. Users do not receive an email notification letting them know that they have been deactivated. 

  1. Select Users from the sidebar.
  2. Using the checkboxes, select the users you would like to deactivate.
  3. Select Deactivate from the top menu.
  4. The user will now be moved from Active users to Deactivated users.

Reactivating a user

  1. Select Users from the sidebar.
  2. Select Deactivated users
  3. Using the checkboxes, select the users you would like to activate.
  4. Select Activate from the top menu.
  5. You will be asked to confirm the reactivation.
  6. The user will now be moved from Deactivated users to Active users.

Deleting a user

Deleting a user will also delete all of their associated data, including submissions and their Similarity Reports. To delete a user:

  1. Select Users from the sidebar.
  2. Using the checkboxes, select the user you would like to delete from the account.
  3. Select Delete from the top menu.
  4. You will be asked to confirm the deletion. 
  5. It may take up to 24 hours to complete the deletion depending on the number of folders and files they owned.

Downloading your account's user list

Administrators are able to download a .csv file of their account’s user list. To download your account’s user list:

  1. Select Users from the sidebar.
  2. Select the user list that you would like to download as a .csv file from the options. You can select Active users (this is the default view), Pending users , and Deactivated users .
  3. Once you are on the list you would like to download, select the Bulk Download button in the top menu.

Depending on the size of your window, the Bulk Download button may appear as just a download icon.

The .csv file will be downloaded directly to your device.

The format of this csv file is not compatible with the bulk user upload method. To learn how to format your file to bulk user upload, visit the user upload guidance.

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