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Users

Purpose

Users is the roster: teammates, roles, status, and invite. Role on each row is what the sign-in picker is simulating.

Where to open it

Portal path: /users

Nav: Users

Page title: Users

Who can use it

Administrator and Sales manager can view. Only Administrator can invite or edit.

Video tour

Users

Roster — names, roles, Active filter.

Step-by-step

  1. Open Users (/users).
  2. Wait for the roster.
  3. Search or filter by Active / Invited / Suspended.
  4. Do not invite or delete on the public demo unless you mean to change the roster.

Actions reference

ActionWhere in UINotes
SearchToolbarName, email, title, role
Status chipsUnder searchAll / Active / Invited / Suspended
InviteHeaderAdministrator only

Tips

  • The sign-in picker is this roster. Changing a role here changes what that teammate can see.

Look out for

You should see Dana Whitfield as Administrator. Invite is Administrator-only.

See also

  • Sign-in — The picker uses these people