Manage Organisation on the Client Portal
This page provides an overview of user management functionality 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 | ✅ | ✅ | ✅ | ✅ |
✅ | ✅ | ✅ | ✅ | |
✅ | ✅ | ❌ | ❌ | |
✅ | ✅ | ❌ | ❌ | |
✅ | ✅ | ❌ | ❌ | |
✅ | ✅ | ❌ | ❌ | |
✅ | ✅ | ❌ | ❌ | |
✅ | ✅ | ❌ | ❌ |
Updated 10 days ago