User Management

Summary

The User Management page in Costimizer allows to view, manage, and control user access within the selected organization.

User Table: Lists user names, unique IDs, last login times, email addresses, and assigned roles.

Invite: Add new users to the selected organization. Invite new team members directly by clicking the green "INVITE" button. Assign appropriate roles during invitation to ensure they have the right level of access from the beginning.
Leverage Integrations: Use the "Slack" and "Jira" integration buttons to connect Costimizer with your team’s communication and task management tools.
Download the User List: Click the "DOWNLOAD" button to export the user list. Select the format: JSON or XLSX.
Quickly Find Users: Use the Search Bar at the top right of the user list.
User Table: Use trash can icons to delete users.

Monitor Activity: Keep an eye on each user's "Last login" date to identify inactive accounts. This can help maintain a secure and efficient user list by removing or following up with dormant users.
Quickly Revoke Access: Use the trash can icon in the Actions column to promptly remove users who no longer need access to your organization. This helps reduce potential security risks and keeps the user list up to date.
Assign Multiple Roles: Assign multiple roles to balance flexibility with security.
Review User Roles: Audit user roles regularly to ensure they're still relevant to each person's responsibilities.