Manage Organisation on the Client Portal

User management functionality is available in the Client Portal, and users will have differing capabilities for user management dependent on their role. User roles are defined in the User roles defined page.

Navigating to the manage organisation overview screen

The manage organisation overview screen is accessible for all users, and can be found in the drop down menu after clicking on your user avatar in the top right of the screen.

Once on the manage organisation overview screen, all users and their top level details (name, email address, their last active date and their role) will be presented in the table view. Clicking on the user's name provides an expanded view of that user's profile where additional information such as when the user was created

User management actions

The actions that can be performed on the user management overview screen for each roles required are summarised below with the following key: ✅ - action can be performed by a user with this role, ❌ - action cannot be preformed by a user with this role.

User management action	Super Admin	Admin	Creator	Viewer
View all users	✅	✅	✅	✅
View definitions of roles	✅	✅	✅	✅
Create new users	✅	✅	❌	❌
Change an existing user's role	✅	✅	❌	❌
Resend an invitation email for a newly created user	✅	✅	❌	❌
Initiate a password reset email for an existing user	✅	✅	❌	❌
Reset 2-factor authentication for an existing user	✅	✅	❌	❌
Remove an existing user	✅	✅	❌	❌