Managing user details
Manage details associated with a user—including aliases, team membership, and view rights—on the user details page.
Access each user’s details from the Users page. Search for a user, then click on their name to view their user details.
Permissions
To make changes on a user's details page, you must have the following permissions:
Manage users and teams
Manage user invites
Manage user permissions
Manage user Flow access
Some Flow users have access to log in to Flow while others do not. On the Users page, see a user’s Flow access status as an icon next to their name. Users with a green check by their name have an active Flow login. Users with a red X do not have Flow access. Users with a grey check mark used to have Flow access, but their access is currently disabled.
To disable Flow access for a user who can currently log in, click Disable Flow access. This immediately removes the user's ability to log in to or access Flow.
To enable Flow access for a user whose access was previously disabled, click Enable Flow access. They should use the same credentials they did before.
Click Invite user to sign in to send the user an invite that allows them to log in to Flow. This sends them an invitation to join your Flow plan.
The user’s Flow access status also influences the tabs available on their user page. Users with Flow access or who used to have Flow access have all tabs available: aliases, teams, roles, view rights, access, and groups. Users who have never had Flow access have three tabs: aliases, teams, and groups.
Edit profile
If you are a user, navigate to Account settings to edit your name, profile, and email address.
Admins can only edit a user’s start date on the user’s page if they have ever had Flow access. Click Edit profile to edit the start date of the user.
If editing a user who has never had Flow access, Edit profile lets you edit the user's name, email, and start date.
Hide user
To hide a user, click Hide user on their details page. Hide more than one user at once from the Users page.
Learn more about Hidden users and the difference between hiding users and excluding users.
Include in metrics
Use the Include in metrics toggle to include or exclude the user in Flow metrics. Learn more about excluding users.
Manage associated aliases
Under the Alias tab, remove or add aliases associated with the user. Learn more about aliases and merging users.
Add an alias. If there are missing aliases that should be merged under the user, click Add more aliases. Then use the search bar to locate any additional aliases and add them to the user.
Alias list. This list contains all aliases associated with the user. You can also see what integration the alias was ingested from.
Unmerge alias. If an alias was incorrectly added to the user, click Unmerge to remove it.
Team membership
Under the Teams tab, manage the user's team membership and view rights for each team they're associated with.
Search for an existing team and add the user to the team.
Adjust the user's team level view rights by team.
For users on a team, select the user's team membership type as viewer or contributor. Learn more about types of view rights.
Remove the user from the team.
You may see Inherit under either view rights field. Inherit means the user inherits the view rights set above the team level.
User view rights
Use the View rights tab to manage an individual user’s view rights. You can set what teams the user can see and if they can view those metrics. In the Which teams can users see by default? dropdown menu, select the user’s ability to view teams by selecting All teams, No teams, Their own teams, or Inherit. In the Can users see individual users' metrics? dropdown menu, select Yes or No to modify the user’s ability to view the metrics for the team.
Use the What the user sees diagram to better understand how your selections and changes affect the user’s view rights. Learn more about the types of view rights.
Roles
If your users' roles are managed through SSO, they can’t be edited here. They must be edited in your SSO provider.
Use the Roles tab to add or remove a role for the user. Learn more about setting up roles.
To add or remove roles:
To add a role, check the box beside the role and associated view rights you want the user to have.
To remove a role, uncheck the box next to the role you want to remove for the user.
Click Save changes.
Access
If your users' roles are managed through SSO, permissions can’t be edited here. They must be controlled through the roles managed in your SSO provider.
The Access tab contains all the user's permissions. These permissions influence what reports they can see, their access to Settings, and what they can manage within Flow, including APIs. Most permissions are preset based on the role assigned to the user.
You can temporarily add access if the user's existing roles do not include the access you want for the user. To add access, click the check box next to the access, then click Save changes. To remove access, change the role of the user to one without access. To make permanent changes, create a new role with a different set of privileges and assign it to the user.
To permanently grant a user additional permissions, assign those permissions to the user's role, not the user. In certain situations, granting the permissions to the user directly is temporary and those permissions will not be available the next time they log in.
Groups
The Groups tab lists the groups the user participated in during group programming. You can see the group’s date of most recent activity and search for users within the groups.
Learn more about group programming.