User details

SECURITY  Full Access or Team Access privileges in Workplace Manager

NAVIGATION   Access the client's Workplace Online > Team > Users > click user

This page displays detailed information about a single user, and allows administrators to perform a variety of functions.

The list in the lower portion of the page displays the user's devices, the groups to which they belong, the policy profiles assigned to the user, and the other users added by the user.

The interface and and available functions on this page depend on whether this is a metered or unlimited storage plan team.

Metered Unlimited

How to...

  1. Click the user's email address link.
  2. A blank message with the recipient field already populated will open in your default email application.
  1. Click the Resend Welcome Email button.
  2. Click the Resend button in the confirmation popup.

SECURITY  Only available to administrators.

NOTE  There are several different ways to copy new users from existing ones. For more information, and to find out which method best suits your needs, please refer to Create new users by copying an existing user.

  1. Click the Copy button. This will open the Copy User popup:
  1. Enter the full name, email address and (optionally) the phone number:
  2. Click Create User.

SECURITY  Only available to administrators.

  1. Click the Edit button.
  2. Update user information as necessary.

NOTE  For detailed information for these fields, refer to Edit a user.

  1. Click Update.

SECURITY  Only available to administrators.

NOTE  You can only disable a user who is currently enabled. You can only enable a user who is currently disabled. You cannot disable yourself.

A disabled user cannot log in, but will continue to consume a license and the storage allocated to them, if applicable.

  1. Click the Disable or Enable button.
  2. Confirm the action.

SECURITY  Only available to administrators.

NOTE  You cannot delete yourself.

  1. Click the Delete button. If the user is not a project owner and has no devices associated with them, skip to step 6.
    If the user is a project owner, or if they have synced devices associated with them, this page will display:

  2. For projects:
    1. Select new project owners from the dropdown menus for each project (you can choose yourself), then
    2. In the Not reassigned project will be: field, you can choose to assign to yourself all projects that you have not explicitly reassigned, or delete all projects that have not been reassigned.
  1. For devices, choose which action you want to take (Wipe or Don't Wipe) for each device associated with the user. When a device is wiped, it is also purged.
  2. Click Continue.
  3. The Delete User page will display.

NOTE  This page summarizes the actions that will take place when you complete deletion, i.e. project reassignment or deletion, remote device wipe.

  1. If you have chosen to delete in the previous step, you must select the confirmation check box.
  2. Click Delete.

Begin typing the device name in the Filter field. The list will automatically update.

NOTE  To remove a filter, click the icon in theFilter field.

SECURITY  Only available to administrators.

BEFORE YOU BEGIN  Before you can add a user to a group, you must first create the group. For more information, refer to Groups.

  1. Click the Member of groups button above the list at the bottom of the page:

  2. Begin typing the name of the group, or click to select one from a list.

  3. Click Add. The group will now appear on the Member Of list.
  1. Click the Policy Profiles button above the list at the bottom of the page:
  2. Click the + Assign Policy Profile link. This will open the Assign Policy Profile popup:
  3. Click in the blank field to display a list of policy profiles and select a profile.
  4. Click Assign.

NOTE  You cannot exempt a user from individual policies, only policy profiles.

  1. Click the Policy Profiles button above the list at the bottom of the page:

NOTE  This view will list the policy profiles currently assigned to the user, as well as a list of all individual policies for any profiles that have been assigned to the user. The first column has a dropdown which allows you to select from the policies assigned. The second column shows the policies that are actually applied. Use this list to review the currently applied policies before proceeding.

  1. Click the icon corresponding to the policy profile from which you wish to remove the user. This will open the Remove User/Group From Policy Profile page:

NOTE  This page will display a "before and after" snapshot of the policy changes that will be applied if you proceed.

  1. Review the changes the user will experience if you remove them from the profile.
  2. Click the Remove button.