User Management

User Onboarding - Getting Users Ready to Log In

• Choose an Onboarding Method
• Onboarding with Email & Password
• Onboarding with Username & Password
• Onboarding with SSO
• Onboarding via Self-Signup with Company Email Address
• Onboarding with an Access Code

CSV Import & Sync

• User Import via CSV File
• Setting up the CSV File
• Uploading the CSV File
• Offboarding a User via CSV Synchronization
• CSV File Examples

Account Recovery

• Choose an Account Recovery Method
• Setting a Permanent Recovery Code with a User Data Import
• Manually Setting a Permanent Recovery Code
• Starting the Account Recovery For a User

User Rights and Roles

• User Rights and Roles

Manual User Management

• What Happens When I Delete a User?
• Inviting Employees to the App
• Creating User Groups