User management

Organization users are people that are members of your organization. The user list is visible from the organization page. Organization administrators can make updates to each user.

User information includes first name, last name, email, status (active or deactivated), and role (user or administrator).

User list view

The most recent dates when users were updated are available by hovering on the user's current Status or Role.

Additional options for administrators

Administrators will see additional options for each user to change their status and role.

Changing user status

• Activate user. This option appears for deactivated users. It sets them active in the organization. An active user is a regular user account — they can log in, access and perform all operations in Hardfin that they have permissions for, and receive notifications.

• Deactivate user. This option appears for active users. It sets them deactivated in the organization. A deactivated user cannot log in, perform any action, or receive notifications.

Changing user role

• Make admin (promote). This option appears for non-administrator users. It sets them as admin in the organization. An admin user is a superuser account — they can deactivate other users and promote/demote other user to and from admin.

• Remove admin (demote). This option appears for administrator users. It sets them as user in the organization. A user is a regular account — they cannot change other users.

In order to avoid locking out your organization, admins cannot make changes to their own user account. For example: an admin cannot deactivate their own account or remove their own admin status.