Users
Managing people: details, access and removal
Find someone, see what they can reach, change their details, and deactivate or delete them.
Step 1
Find someone
Type a name or email in Search users. The list shows ten people at a time, with Previous and Next underneath when there are more.
Jordan Reyes
activejordan@example.com
Step 2
Reading a card
Each card shows the person's name with active or inactive, their email, their role, when they last signed in, and chips for the groups they belong to.
Jordan Reyes
activejordan@example.com
Step 3
View Access
View Access shows their role and the groups they are in. Their role button works here too, and pressing a group or custom role takes you straight to it.
Access
Jordan Reyes
jordan@example.com
Role
ContributorGroups
Step 4
Change their details
Manage opens their name and email for editing; press Save Changes. An Admin can change Moderators, Contributors and Members. Only the Owner can change an Admin's details.
Manage User
Step 5
Deactivate
Deactivate User, in Manage, stops them signing in straight away. It is reversible with Activate User, and they keep their seat meanwhile. The Owner cannot be deactivated.
Manage User
User Actions
Deactivate pauses access and is reversible, and the seat stays reserved. Delete is permanent and frees up the seat for someone else.
Step 6
Delete
Delete User asks you to confirm, then removes them for good and frees their seat. A deleted person cannot be brought back. Files they uploaded stay in Documents. Nobody can delete the Owner, and Admins cannot delete other Admins.
Manage User
User Actions
Deactivate pauses access and is reversible, and the seat stays reserved. Delete is permanent and frees up the seat for someone else.
Step 7
Check User Folders
Everyone gets a personal folder under Users in Documents the first time they open Secretary. Check User Folders makes one now for anyone missing it, such as people who have not signed in yet.
User Management
6 of 10 seats used
Try it in Secretary, or create an account to get started.
Related guides
Finding your way around Organization
Where the Organization page is, what each section is for, and what Overview tells you.
Adding people to your organization
Create an account for a colleague, choose their role, and send them the welcome email.
Changing someone's role
Give a person a different default role or a custom role, and what each default role allows.