Viewing Your Users List

The users list is your single roster of everyone with access to the tenant — admins, CSRs, partners, and customers — and the starting point for editing, deactivating, or impersonating any of them. It's where you confirm who has access, at what level, and whether their account is active.

Open the list

Open the user menu (your name, bottom-left) → Settings → Users. Each row shows:

• User — avatar, name, and email, with a small dot indicating active status.

• Role — Admin, CSR, Partner, or Customer.

• Profile — the permission profile assigned to the user (see User Profile Overview).

• Status — a pill showing Active or inactive.

• External Account — the linked billing/identity account, shown for customers and partners.

• Created — when the user was added.

Find and manage users

Use the search box to filter by email or profile name. Each row's menu (⋯) lets you View, Edit, Impersonate ("Log in as"), or Delete the user; click the row itself to open the full detail page with its Activity, Logins, and Impersonations tabs.

Gotchas

• Search matches email and profile name — not display name — so search by email address when looking for a specific person.

• The Status dot and pill reflect platform access; a customer can still appear here as inactive if they were deactivated in the billing system.

• See User Roles to understand what each role column value implies.