User management overview
Accessing the User management section
Owners, Super Admins, and User Admins have access to the User Management tab in the Account administration section which gives an overview of all the users in the organization.
The following tiles on top act as a quick filter and help you get an overview of:
- Active users: Verified users who are actively using a license.
- Join requests: Users who have requested to join the account via the shared sign-up URL.
- Open invites: Invited users who have not verified their accounts.
- Inactive users: Users who do not have an active license, but whose data is still in the account.
Using search and filters
You can also find desired values within the User Management table using the search and filter features. These are particularly useful when you have many users or when it becomes harder to find specific values from the table.
Search. You can enter any keyword in the search box to find relevant results from the table.
Filters. You can get desired values from the table by setting up filters. To enable a filter, click the Filter button (
) and choose the preferred criteria based on which you would like to see the results.
Under the Advanced filter, you can choose a Field, Operator, Type and map a value or a field based on the type. You can further add an AND or OR condition and define more criteria to limit the values shown. Click the Add new filter button to set up additional filter blocks. Once you’ve defined the filters, click the Apply button. You can click the Clear All button to remove all the set filters.
Showing and hiding fields
You can decide which fields to show and hide in the User Management table. Click the Show or hide fields button (). Then, select which fields you want to see in the table and deselect the ones you want to hide. You can also hide a field by clicking the Expand button (▼) next to the field name header and clicking Hide Column. There are 15 fields that you can choose to show or hide.
Some fields like First name, Last name, and Nickname are collected while signing up for your Kissflow account. Fields like Added on, Last signed in are automatically generated based on when you first signed up and last used your Kissflow account. Last access and Programmatic access show when you last accessed your Kissflow account and whether you used any Access keys that you created.