From the view ofUsersyou can easily manage who has access to the platform, either by activating or deactivating users as needed.
Access the users and profiles module
If you have the appropriate permissions, go to the users and profiles module:
Available tabs
At the top of the view you will find 4 tabs that group users by their status:
All:shows all users in the system.
Active:users with platform access enabled.
Deactivated:users whose access has been disabled.
Blocked:users who, although active, cannot sign in due to multiple failed login attempts
Activate or deactivate users
In the tabsActiveandDeactivatedyou can select one or several users by checking theselection checkbox that appears on the leftof each row. Then, click in the top-right corner to perform the action.
From theActiveyou candeactivateusers.
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From theDeactivatedyou canactivate or reactivateusers who were deactivated. When reactivated, they will receive an email at the 'Email' column (from the Corporate Email field on the collaborator's profile) like this:
Each time you perform one of these actions, aconfirmation modal, where you can review the selected users before applying the changes.
⚠️ Blocked users cannot be unlocked in bulk. To do so, you must go to the "Blocked" tab and select the option"Reset password"to allow a new sign-in attempt.
Last Administrator Removed
Ideallyalways there should be at least one user with an active administrator profile on the platform.
If you decide to deactivate the last administrator, the supervisor will receive an email and you will see an alert inside the application reminding you to contact support to continue.
To avoid this, we recommend assigning another administrator before deactivating the current one.
Visible columns
By default, the view shows the following columns:
Name
Email
Collaborator
Document number
Profile
Creation date
Most recent session date
User status
Date status
Additionally, you can customize your view and add other optional columns from thecolumn selectorlocated in the top-right corner.
Among the columns you can enable are:
- Is supervisor?Indicates if the user has the supervisor role.
- Is legal representative?Indicates if the user is marked as legal representative.
- Activation date:Corresponds to the last time the user's status was changed toActive.
🤖 This article was translated using artificial intelligence. View original article.