You can view and manage all users from the user screen under Settings. Enabled users are what count towards your subscription license limit.
User List
The user list shows all active users by default. You can also see disabled users if needed, by adjusting the filters on top of the list.
Some users can't be edited or remove, mainly your initial admin account. These users will show greyed out icons.
You can click on a user row to expand more details about them without having to open the user screen
User Screen
When you add or edit a user, the email, first name, and last name are all required.
You can also toggle the enabled/disabled status for any user here. Be aware though, that if you are using User Sync, the enabled/disabled status will be set to the status from your organization when it runs every evening.
Only enabled users count toward your subscription license limit
You can also choose to send a welcome email to this user. For new users, you have a checkbox to select before creating them. For existing users you can use the button to re-send a welcome email at any time.
The welcome email changes though depending on your authentication method.
- Local Database - The user will get a welcome message AND a link to set up their password.
- SAML authentication - The user will just get a welcome message with a link to the site, no password is needed as the user will be logging in with your organization's credentials instead
Removing Users
If you remove a user, they are marked disabled if they ever participated in any aspect of the Help Desk system as references to their name still need to be shown. If not, they will be deleted completely.