Manage users

Global administrators use Admin → Access → Users to find account records, create accounts, and open their profile, sign-in, License, and access details.

Find an account

1. Open Admin → Access → Users.
2. Use the shared search field to search by name, email, or account ID.
3. Use Tags to narrow the results. Match any accepts any selected tag; Match all requires every selected tag.
4. Select a sortable heading to change ordering.
5. Use Previous and Next to move through result pages.
6. Select the account row to open its details.

The list shows Email, Name, Role, Tags, and Organizations. Admin and Standard describe global administrator status, not a role within an organization. The Organizations count reflects memberships.

The list displays up to 20 accounts per page. A short page or a loaded count is not the platform's total number of users. Use Refresh, or Retry after a failed request. Clear search and tag filters when an expected account is missing.

Create an account

1. Select Create user.
2. Enter the recipient's Name and Email.
3. Select Create user to save.
4. Review the new account's Sign-in tab.
5. Have the recipient complete the first-time setup link and choose a password.

A name and valid, unused email are required. Creation makes an account and personal workspace without choosing a password. It requests setup-email delivery; successful account creation does not guarantee that email arrived.

If the email is missing, use Resend setup on the existing account. If creation's result is uncertain, search for the email before trying again. Creating a user does not itself assign organization membership or Client status.

Choose the detail tab

Tab	Use it for
Profile	Inspect account ID, name, email, creation date, verification and global role; manage access tags.
Sign-in	Review methods, resend first-time setup, provision email/password, remove eligible methods, or activate the account.
License	Review personal Package grants, terms, history, and credit controls. See Licensing.
Access	Review global roles, organization memberships, Staff-visible Clients, People relationships, and folder grants.

Follow user access for role and membership changes. Use administrator passthrough to temporarily work as a Standard account.

Recover from stale details

A completed change can be followed by a failed detail refresh. Read the notice, use Retry, and inspect the current record before repeating the change.

If access is lost, the detail view can clear instead of keeping private information visible. Confirm the signed-in administrator account and reopen the user. A read-only Profile field is not an account-edit form.