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Users Page

Use the Users page to invite new users and manage current users.


An admin must assign all workspace users at least 1 role to access the platform and applications.

User Fields

  • Checkbox: Check the box in the table header to select all users. To make specific selections, check the box next to each user. Certain actions become available when you select users.

  • Name: User display name. Select the name of the user to review and edit details about the user account. For more information, go to User Details Page.

  • Email: Username (email address of users).

  • Status: Current status of the user.

    • Invited: User has been sent an email but has not yet selected the link to activate the account.

    • Enabled: User can log in and use the Cloud Portal normally.

    • Disabled: User account has been disabled by an admin. User can't use the project or workspace.


      A disabled user's assets remain within the Cloud Portal. Ownership does not transfer, however, the user can't access them. An admin has ownership privileges for the user's objects.

  • Roles: Number of roles the user is assigned.

  • Last Active: Timestamp for the last time the user signed in to the Cloud Portal.

Page Actions

  • Invite: Invite users to the workspace. For more information, go to Manage Users.

  • Search: Search for specific usernames or email addresses.

  • Sort Columns: Select the Name or Last Active column to sort in ascending or descending order.

  • Filter Columns: Select the filter icon next to the Status or Roles column to configure filter options.

    • For the Status column, sort based on user status (for example, Enabled, Invited, and Disabled).

    • For the Roles column, sort based on which roles users have or don't have assigned to them.

3-Dot Menu Actions

For each user, select the 3-dot menu to perform these actions:

  • Re-invite User: Send an additional invitation email to an invited user. To re-invite multiple users, either check the box in the table header to select all users or check the boxes for specific users, then select the Re-invite User(s) option that becomes available in the table header.

  • Copy Invite URL: Copy the invitation URL for an invited user.

  • Edit Roles: Add or remove user roles. You can select from these types of roles:

    • Default: A user with the Default role has basic privileges to use the product.

    • Workspace Admin: A user with the Workspace Admin role has all user privileges, as well as the ability to administer the workspace.

    • Custom Role: As needed, you can create custom roles. For more information, go to Create Role.

  • Disable: When an admin disables a user, the user can't access the Cloud Portal.

    • The disabled user still counts against the project or workspace limit.

    • All of the user's assets are retained.


      Schedules owned by a disabled user continue to execute. An admin can disable the schedule. Go to Schedules Page.

    • Other users who have permission to the user's assets can still access them.

    • To permit access again, select Enable.

  • Remove: When an admin removes a user, the user's account, including all assets, is removed from the Cloud Portal.

    • At the time of removal, you can choose to transfer ownership of the user's assets to another user. If you don't transfer those assets, they are removed along with the user's account.

    • An admin can't remove themselves from the project or workspace.