Managing Users

User management controls who can access a site and what they can do there, through roles, permissions, and password settings.

Users are managed at instance level. Only global admins can create users, assign them to sites, and delete them. Site admins can edit users already assigned to their own sites.

Open user management

On the All Sites page, click User management in the topbar.
Go to the Users tab.

The Users tab

The Users tab lists every user in the instance. From here you can:

See which sites each user can access, and which group they belong to per site.
See when each user was last active.
Filter by site, and search by name or email address.
Add, edit, and delete users.

Add a user

Click Add new user.
Enter a username. Optionally add a first and last name and an email address.
Open the Site drop-down and select a site.
To give the user access to more sites, click + Add permission under Site and select another site.
Open the Group drop-down and select a group. If you assigned more than one site, select a group for each site.
To make the user a global admin, turn on Make user global admin. A global admin does not need to be assigned to sites individually.
Enter and confirm a password.
Turn on Require password change by the user so the user sets their own password at first login.
Click Create user.
Share the username with the user, and send the initial password through a secure channel.

Form to add a new user with required fields for username, name, and email.

Note: Users can only see the sites they are assigned to, and group membership determines what they can do in NavVis IVION.

Define permissions for several users at once

Select the users you want to change.
Click Define Permissions.
Open the Site drop-down and select a site. To add more sites, click + under Site.
Open the Group drop-down and select a group. If you assigned more than one site, select a group for each site.
To make them global admins, turn on Make user global admin.
Click Define Permissions.

Edit a user

Hover over the user's name and click the pencil icon.
Change the name, email address, site assignments, group, or admin status.
Click Save changes.

Delete a user

Select the users you want to delete.
Click Delete user in the top-right corner.
Click Delete to confirm.

Note: after deleting a user you can create a new account with the same email address. The new account starts with no permissions and no activity history from the deleted one.

FAQ

Who can create and manage user accounts?

Only global admins can create new users, add them to sites, and delete existing users. Site admins can edit existing users assigned to their site(s).

Where can I find the Users tab?

The Users tab can be found under User Management > Users on your instance dashboard.

What can I do in the Users tab?

In the Users tab, you can see a list of users, their site access, user groups, filter and search for users, see last active times, add, edit, and delete users.

How do I add a new user?

To add a new user, go to User Management > Users, click Add new user, enter the required information, assign the user to a site and group, and then click Add new user.

Can I define permissions for multiple users at once?

Yes, you can select multiple users and define their permissions by going to User Management > Users and clicking Define Permissions.

Can I create a new user account using the same email address after deleting a user?

Yes. After you delete a user, you can create a new account using the same email address. The new account starts with no permissions or activity history from the deleted account. To add the user again, go to User Management > Users and click Add User.

How do I find a user by their ID?

User IDs appear in the Activity log. To find the corresponding username, go to User Management > Users and search by name or email address. The Users tab does not support searching directly by User ID.

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