Manage users
Admin users can manage users in the Users tab of the Account management portal.
Only users with the Customer administration role can perform these tasks.
View users
This option shows you all user accounts associated with your organization.
- In GBG GO, click Account management. The Account management portal opens in a new tab.
- Click Users.
A list of users associated with your organization is displayed with the following fields:
- Full Name - User’s full name and email.
- Last active - The date the user was last active in GBG GO.
- Status - Whether the user is active or inactive.
- Department - Department that the user is assigned to.
- (Optional) Enter names or emails (full or partial) in the Search field to narrow the list.
Add a user
- In GBG GO, click Account management. The Account management portal opens in a new tab.
- Click Users.
- Click Add.
- Enter the following user information:
- First name – User’s first name.
- Last name – User’s last name.
- Email – The email the user will use to log in to GBG GO.
- Department – Select a department from the list.
- Click Save. The user account is created with no roles assigned. For more information about user roles, refer to Manage user roles.
Edit user details
- In GBG GO, click Account management. The Account management portal opens in a new tab.
- Click Users.
- Click the name of the user for which you want to view details. If necessary, you can type the name or email in the search field to narrow the list.
- You can edit the following:
- First name
- Last name
- User active status
- When you are finished editing, click Save.
You cannot change a user’s email. If the user needs a different email, then you must create a new user account for them.
Set a new temporary password
This option immediately changes a user’s password. The system will send them the new password and require them to change it the next time they log in.
- In GBG GO, click Account management. The Account management portal opens in a new tab.
- Click Users.
- Click the three dots next to the name of the user for which you want to set a new temporary password. If necessary, you can type the name or email in the search field to narrow the list.
- Click Set temporary password. The new temporary password is displayed. You can copy the password or change it as you see fit.
- Click Set password to confirm. The user’s password is immediately changed, and the system sends them an email with their new temporary password.
You can only set temporary passwords for active users.
Change the active status a user
This option sets a user account to INACTIVE or ACTIVE.
- In GBG GO, click Account management. The Account management portal opens in a new tab.
- Click Users.
- Click the three dots next to the name of the user for which you want to change the status. If necessary, you can type the name or email in the search field to narrow the list.
- Depending on the current user status, click Deactivate Account or Activate Account.
Change user department
This option lets you change the department a user is assigned to.
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In GBG GO, click Account management.
The Account management portal opens in a new tab.
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Click Users.
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Click the three dots next to the name of the user for which you want to move the department. If needed, use the search field to locate them by name or email.
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Click Move Department.
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Select a department. This depends on whether you had previously created multiple departments.
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Click Save.
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To verify the change, go to the Departments tab and select the destination department. The user should now appear in the list. For more information about departments, see our department’s documentation.
Moving user departments could lead to removing existing user roles attached to that user.
Remove a user
This option permanently deletes a user account.
- In GBG GO, click Account management. The Account management portal opens in a new tab.
- Click Users.
- Click the three dots next to the name of the user that you want to remove. If necessary, you can type the name or email in the search field to narrow the list.
- Click Remove.
- Click Remove again to confirm. The user account is deleted.