User management UI and common tasks

To add users: go to the User management UI and select Add user.

Note: if you're using automated user management, you can only add users from your identity provider.

Before changing your users' user type, we recommend you understand:

• How to decide a user's user type
• How billable users are calculated
• User downgrade rules
• If you're using automated user management, you have other options for managing user type.

To change the user type of one or more users:

1. From the User management UI, click the checkboxes for the users whose user type you want to edit.
2. Once you start selecting users, an option will appear for Edit type.

You can also edit the user type and group of a specific user by clicking on that user.

To manage how users upgrade their user type, see the authentication domain settings.

To edit settings for multiple users at a time:

1. Go to the User management UI and select the checkboxes for the users whose group or user type you want to edit.
2. Editing options will appear at the top of the UI.

Note: if you're using automated user management, groups must be edited from your identity provider.

To delete users: go to the User management UI and select the checkboxes of one or more users. Then click Delete users.

To export a list of all users and their details (names, email addresses, current user type, groups, user ID): From the User management UI, click the download icon beside the Add user button. There's an option for downloading a list of all users in that authentication domain.

Alternatively, to export a subset of users, first select the users you want to export, and then hit the download button.

See our user management tutorial.

See the user management tutorial.

See Get started with SAML SSO or SCIM.

To grant your users the ability to manage other users, you'll need to add users to a group that has the Authentication domain manager role.

You have two options:

• From the User management UI, you can add a user to the default Admin group, which includes that role.

  OR

• You can create a custom group and assign it that role. For a tutorial on creating new access grants, groups, and roles, see the user management tutorial.

See the authentication domain settings.