Manage users in your tenant

View a list of all users in a tenant

1. Open Administration > Users.

All subscriptions is selected by default and shows all users in your tenant. Users' information is listed in a table in ascending order by their username. You may toggle the sort order between ascending and descending using the sort icon corresponding to any column heading.

By default, only invited and active users are shown. Note that invited users have a status of Inactive. Select Show all deactivated in the top-right corner of the table to include users who have been deactivated. This also updates the numbers beside each license type to include those that have been deactivated.

Filter users by license type

Click a license name (Professional, Participant, Viewer, Team) at the top of the table to display all users assigned the chosen license type. The numbers in brackets beside each license type show the number of users assigned each license in your tenant.

Search for a user

1. Open Administration > Users.
2. Enter a term in the search field.

Upchain dynamically updates the table as you type to display all users with the search term appearing anywhere in the full name, username, or email.

View a user's information

1. Open Administration > Users.
2. Click on a user in the table.

The user's details pane opens on the right side of the page. The pane has four tabs that group information about the selected user under each tab.

• Job details tab details:

  • Status
  • Primary role
  • Secondary role
  • License
  • Organization
  • Division
  • Vault
  • Last login
  • Last login client
  • Last plugin version used
  • Last app version used
  • Creation date
  • Created by
  • Invitation sent
  • Invited by
  • Activation date
  • Deactivated date
  • Deactivated by
  • Reactivated date
  • Reactivated by
  • Restricted Access

• Personal information tab details (automatically shared across all tenants to which the user belongs):

  • First Name
  • LastName
  • E-mail
  • Username
  • Cell phone
  • Phone
  • Address
  • Postal code
  • City
  • Web page
  • Comments

• User security tab details:

  • Primary role
  • List of projects to which the user is a team member
  • Assigned role on each project

• Out-of-office (OOO) message tab enables you to create, see, and edit the user's out-of-office information. Learn more about configuring OOO notification on behalf of users.

Edit a user's information

1. Open Administration > Users.

2. Click on the user whose information you want to change.

   The user's details pane opens.

3. Click Edit.

4. Make your changes.

5. Click Save.

Restrict a user's access

You may restrict a user's access to only the projects they have been invited to. The available functions and participation in those projects remains governed by their license and role. However, the following areas are affected for the user:

• They may only see projects they are a member of in the Projects drop-down list and on their profile page.
• The Activity Stream only shows activities from projects they are a member of.
• Search results may return items that belong to other projects, but they cannot view or access these items.
• The Projects section in the CAD plugin is restricted to only the projects they are a member of.
• API endpoints may only interact with projects they are a member of.

This may be useful if you have external users who only need access to specific projects. This makes it easier to control their access instead of having to coordinate project privacy settings, teams, roles, and licenses.

To restrict a user's access:

1. Open Administration > Users.

2. Click on the user whose information you want to change.

   The user's details pane opens.

3. Click Edit.

4. At the bottom of the Job Details tab, select Restricted access.

5. Click Save.