Users

Click the user you wish to view. Refer to User details for more information.

Click the up or down arrow next to a column heading to sort items in ascending or descending order.

1. Begin typing your query in the Filter field. The list will automatically update.
2. To filter by user type, click the Type link and make a selection.

NOTE  To remove a filter, click the icon in the Filter field or next to the filter name.

SECURITY  Full Access or Team Access privileges in Workplace Manager

1. Click .
2. Click the Rename Team link to open the Rename Team popup window:
   
   
3. Edit the team name.
4. Click Rename Team.

SECURITY  Full Access or Team Access privileges in Workplace Manager

1. Click the button.
2. Click the Manage storage link.
   
   
3. To adjust the storage quota available to users:
   

• Enter the amount directly or use the +/- icons for each user.
• Select the users whose storage you wish to update, enter an amount in the storage field in the Manage Storage area, and click the Allocate to Selected Users button.

4. Click Update.

NOTE  For more information, refer to Manage team storage.

SECURITY  Full Access or Team Access privileges in Workplace Manager

The import feature allows you to create several users at once by importing their data from a .csv (comma separated values) file. For details, refer to Import users.

You also have the option of importing new users as copies of an existing user via .csv. For more information about copying new users from an existing user, please refer to Create new users by copying an existing user.

SECURITY  Full Access or Team Access privileges in Workplace Manager

1. Click the +Add a User button.
2. Complete the fields on the New User page.

NOTE  For detailed information for the fields on the New User page, refer to Add a user.

3. Click Save.

Use the check boxes on the left side of the user list to select more than one user.

SECURITY  Full Access or Team Access privileges in Workplace Manager

1. Hover over the user record and click the icon, or right-click the user record.
2. Select Edit from the menu.
3. Update user information as necessary.

NOTE  For detailed information for the fields on the Edit User page, refer to Edit a user.

4. Click Save.

SECURITY  Full Access or Team Access privileges in Workplace Manager

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. Hover over the user record and click the icon, or right-click the user record.
2. Select Add to Group from the menu.
3. Begin typing the name of the group, or click to select one from a list.
4. Click Add.

SECURITY  Full Access or Team Access privileges in Workplace Manager

1. Hover over the user record and click the icon, or right-click the user record.
2. Select Assign policy profile from the menu. This will open the Assign Policy Profile popup:
   
3. Click in the blank field and select the policy profile you wish to apply.
4. Click Assign.

1. Hover over the user record and click the icon, or right-click the user record.
2. Select Email from the menu.
3. A new message form in your default email application will open, with the user's email address already populated.

1. Hover over the user record and click the icon, or right-click the user record.
2. Select Resend Welcome Email from the menu.
3. Click Resend in the resulting popup to confirm.

SECURITY  Full Access or Team Access privileges in Workplace Manager

Disabling prevents the user from logging in, but the user will continue to consume a license and storage allocated to them.

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.

1. Hover over the user record and click the icon, or right-click the user record.
2. Select Disable or Enable from the menu.
3. Confirm the action.

SECURITY  Full Access or Team Access privileges in Workplace Manager

NOTE  You cannot delete yourself.

1. Hover over the user record and click the icon, or right-click the user record.
2. Select Delete from the menu. 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:
   

3. For projects:

   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. Select new project owners from the dropdown menus for each project (you can choose yourself), then
   2. 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.
4. The Delete User page will display:
   
5. Click Continue.

NOTE  This page summarizes the actions that will take place when you complete deletion, i.e. project reassignment or deletion, remote device wipe. When a device is wiped, it is also purged.

6. If you have chosen to delete in the previous step, you must select the confirmation check box.

7. Click Delete.

SECURITY  Full Access or Team Access privileges in Workplace Manager

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. Hover over the user record and click the icon, or right-click the user record.
2. Select Copy from the menu. This will open the Copy User popup:
   

3. Enter the full name, email address and (optionally) phone number.
   
4. Click Create User.

SECURITY  Full Access or Team Access privileges in Workplace Manager

Click the button at the top right of the page to display all your current team subscription information, as well as your service providers contact details:

Metered	Unlimited