Manage Users

Contents

• Overview
• Pre-conditions
• Steps
• Supplementary Information
• Notes

Overview

In the Admin Panel's Users and groups tab, a list of users present on the Clausematch platform can be viewed and managed.

You can enable and disable users, edit their system permissions, as well as edit their user fields to fill in HR data such as job functions, departments, roles, or locations. Editing these custom user fields gives you more control over user profiles and easier data management.

You could also automatically sync this data with your HR tools by leveraging our user metadata API.

Pre-conditions

• System Level Permission: 'Manager Users', 'System Administration'.

Steps

Edit a User:

1. Click on the grid icon on the right hand side of the dashboard.
2. Select Admin panel.
3. Select Users and groups tab.
4. Find a user in the list or search using the search field in the upper right corner.
5. Point to the three-dot icon on the far right next to the user name.
6. Select Edit.
7. Make changes in the Metadata and/or Permissions tabs.
8. Click Save.

Disable a User:

1. Click on the grid icon on the right hand side of the dashboard.
2. Select Admin panel.
3. Select Users and groups tab.
4. Find a user in the list or search using the search field in the upper right corner.
5. Point to the three-dot icon on the far right next to the user name.
6. Select Disable user.
7. Select Disable*.

Enable a User:

1. Click on the grid icon on the right hand side of the dashboard.
2. Select Admin panel.
3. Select Users and groups tab.
4. Find a user in the list or search using the search field in the upper right corner.
5. Point to the three-dot icon on the far right next to the user name.
6. Select Enable user.

Supplementary Information

User Status

A user's status can be denoted by the colour of the icon next to their name:

• Green icon - User currently online.
• Grey icon - User enabled but not online.
• Red icon - User has been disabled.
• Locked icon - User has been locked.

To view a list of enabled or disabled users, click on either Enabled Users or Disabled Users on the left side.

Table Configurability

All (except for the System Permissions column) columns can be sorted:

• User Name;
• Email;
• System Permissions;
• Last Active.

They can also be hidden, as well as pinned to the left or right.

The number of users per page can be changed to any of the following:

• 50
• 100
• 200

Table Export

You can export the current page of users (CSV format), allowing you to send this data to external users and meet your internal reporting and audit needs faster.

You can set this up to have the same columns and order that you see on the platform.

User Card

Hovering your mouse over a user's name will display their User Card, which contains key information in the form of their system fields as well as custom fields.

This user card is present in various locations of the platform, so including the table of users as well as the permissions list of a document. 

Notes