Access Control at Organization Level

Explore account roles, user groups, permissions, and access control options at an organization level. For more details, see Access Control Overview.

View Account Roles Page

Go to Settings > Access control > Account roles to display the account roles. You can view the role name, user group, and last updated on this page. The Last updated column displays the timestamp when the role was last modified. If no one has modified it before, the Last updated column displays hyphens (--) instead of a timestamp.

Click on each role to display the list of users with this role. From the list, you can view the name, type, and accounts to which the user has access.

View Account User Groups Page

Go to Settings > Access control > Account user groups to display all account user groups. You can view the user group name, associated role, and the number of users in each group.

Click on each user group to display detailed privileges to which the user group has access.

View Users Page

Go to Settings > Access control > Users to display all users within your organization. You can view the name, type, email/unique ID, last login, and status on this page. The Last login column displays the updated timestamp when you log in. If you have not logged in before, the Last login column displays hyphens (--) instead of a timestamp.

Click on each user to display details of the user, including email address, company, user group, and scope to which they have access.

Use controls to add, enable, or disable individual users. To edit or delete a user, click the Ellipsis(...) icon and select Edit or Delete.

note

You cannot edit a user's email address or company.

Actions for the user list include the following:

• Refresh data.
• Download the user list as a CSV file.
• Select which columns to display in the list.
• Filter by the user type or user group.
• Search for specific users.

Add Users

Click + Add new to add a user. For detailed information about adding team members, see Organization Users.