Admin Center: Manage users, define roles, and more

You can also define the roles and user types. Be sure to assign more than one System Admin to your account if the primary System Admin isn't available.

To learn more about user types, read Account-Level User Types for Business and Enterprise Plans.   

• Select your account icon and then select User Management. 

Want to see who is an unlicensed user on a trial or free plan? Go to User Management > More Actions > User List to have a report sent to your inbox.

Add users in bulk

1. Create a .csv file.
2. Name the first three columns: First Name, Last Name, Email.
3. Add users to the file, one user per row.
4. In User Management, select More Actions > Import Users…
5. Upload your file.
6. Select a role for the users (Licensed User, Group Admin, Resource Viewer, System Admin). If you don't select a role, the users will be Unlicensed Users by default.
   
   The role you select applies to all imported users. You can edit users in bulk after importing them or create a .csv file for each role.
7. Select Import to invite the users to your account.
   
   

Bulk update basic permissions

Plan your edits before starting a bulk edit. Group individuals for each license type into one batch and apply all the changes at once. If you are adding users, and have multiple license types to add, separate those into different groups based on license type.

1. In User Management, select More Actions > Bulk Update Basic Permissions…
2. Select Generate User List. The list will go to your email. 
3. Open the email and download the .csv file.
4. In the file, you'll see all your users and a column for each user role. To grant a role to a user, enter TRUE into the cell for that role. To remove a role, type FALSE into the cell for that role.
   Group Admins or Resource Viewers must be Licensed Users.
5. Save your updated file and upload it on the Bulk Update Basic Permissions window.
6. Select Update to apply the changes.

This method cannot be used to update names, email addresses, groups, or profile information.

Bulk update premium app permissions

1. In User Management, select More Actions > Bulk Update Premium App Permissions…
2. Select Generate User List. The list will go to your email. 
3. Open the email and download the .csv file.
4. In the file, you'll see all your users and a column for each user role. To grant a role to a user, enter TRUE into the cell for that role. To remove a role, type FALSE into the cell for that role.Group Admins or Resource Viewers must be Licensed Users.
5. Save your updated file and upload it to the drag-and-drop box on the Bulk Update Premium App Permissions window.
6. Select Update to apply the changes.

More actions in User Management

Select More actions in the top left to do the following: 

*Last login reports the time a user initiated the session. 

You can search for users or apply filters using the options at the top-right of user management. You can sort the user list by name in alphabetical ascending or descending order by selecting the Name & Contact column header.