Organization Settings - User View

1. About the User View

Within the Organization Settings Module, the User View enables users to view the list of all user accounts registered in the platform. In addition, users may have permission to add new or delete existing user accounts. From the user View, users may also be able to edit other user information.

Having an account with admin role is typically required to access and work in the User View. If you need additional permission, contact your administrator.


In the User View, each user account is represented by a tile. For each user account, the menu in the top right corner of its tile (...) provides access to available actions, including:

  • Edit: to edit a user's Name, Email, Extension and External ID. 
  • Change role: to assign a user a different user role, according to the existing roles created in the application. 

Furthermore, the user view allows you to add new users to your organization and search existing users. For additional details on functions within the User View see Related HOW-TOs.

💡 It is not possible to create or edit a user role and its associated access permissions from the User View page. To create and manage user permissions, see User Roles View.

2. Related HOW-TOs

How to edit existing user details

How to change user roles

How to change user password

How to reset user password

How to delete a user 

How to add a new user

How to search for users