User Accounts Grid

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For users with the Organization Administrator role, the Users tab on the home page provides a global view of all user accounts within your organization, including their role access, license information, and status.

Viewing User Account Details

If you prefer to view details or perform management functions directly on a user account, click on the user’s name in the grid and you will be routed to that user’s detail page. Check out the user details documentation for more information.

Users Grid Toolbar

At the top of the Workspaces grid, you’ll find a toolbar that provides quick access to several useful tools.

The buttons on the right side of the toolbar (from left to right) offer:

  • Filtering
    By clicking on the filter icon on the toolbar, you will toggle the visibility of the filter row. Use this row to quickly find records using common filter options. Click on the filter icon next to each column name to reveal additional filter options.

  • Column Selection
    Choose which columns are visible in the grid, customizing the view to fit your needs.

  • Export
    Download the visible list columns and records to a file for reporting or analysis.

  • Clear Sorting Clear any sorting applied by clicking on the clear sorting button.

  • Clear Filters
    Clear any filters applied by clicking on the clear filters button.

  • Refresh
    Reload the grid to ensure you’re viewing the most up-to-date data.

Multi-Edit Functionality

The users grid allows managing multiple user accounts quickly through multi-edit functionality, which can be found on the left side of the grid toolbar. Click the multi-edit toggle button to show or hide the available multi-edit capabilities.

From left to right:

  • Multi-Edit Toggle Button
    Click to show or hide multi-edit capabilities.

  • Record Selection Dropdown

    You can choose between the following modes: No Selection, Selected Records, or All Records

  • Clear Selected Records Button

    Click this to clear your selections.

  • Edit Records Button

    Opens a window that allows you to select and modify specific fields to edit across the selected records.

  • Actions Button

    Allows you to perform the following actions to the selected records:

    • Promote to Organization Admin
      Applies the Organization Administrator role to the selected users.

    • Remove Organization Admin Role
      Removes the Organization Administrator role from the selected users.

    • Grant Request Portal Access
      Applies the Portal User role to the selected users.

    • Remove Request Portal Access
      Removes the Portal User role from the selected users. Note that performing this action will have no effect on users that have the Organization Administrator role.

    • Send Standard Activation Email
      Sends the standard activation email to the selected users that includes a link that they can click on to gain access into the Agility Blue Core application.

    • Send Request Portal Activation Email
      Sends the request portal activation email to the selected users that includes a link that they can click on to gain access to the Agility Blue Request Portal application.

    • Disable
      Disables the selected users. Licensed seats that these users took up will be free to apply to other users If a user has the Organization Administrator or Organization User roles.

    • Enable
      Enables the selected users. An available licensed seat will be required for each user that has the Organization Administrator or Organization User roles.

    • Remove All Roles Removes all roles from the selected users (this has the same effect as disabling). This may be useful if you would like to clear mixed roles from a set of users in order to uniformly apply different roles.

  • Delete Button
    Click this button to delete the selected users accounts.

For more details on using the Agility Blue grid, check out the Agility Blue grid documentation.

Managing Users From The Users Grid

There are several options to manage a user’s account without having to navigate to their details page by clicking on the record context menu (three horizontal lines) located in the first column of the grid.

The options that are available in this menu are dependent on the current roles and status applied to the user:

  • Promote to Organization Admin

    Shown if an enabled user does not have the Organization Administrator role. Applies the Organization Administrator role to the user.

  • Remove Organization Admin Role

    Shown if an enabled user has the Organization Administrator role. Removes the Organization Administrator role from the user.

  • Grant Request Portal Access

    Shown if an enabled user does not have the Organization Administrator or Portal User roles. Applies the Portal User role to the user.

  • Remove Request Portal Access

    Shown if an enabled user does not have the Organization Administrator role and has the Portal User role. Removes the Portal User role from the user.

  • Send Standard Activation Email

    Shown for enabled users. Sends the standard activation email to the selected users that includes a link that they can click on to gain access into the Agility Blue Core application.

  • Send Request Portal Activation Email

    Shown for enabled users. Sends the request portal activation email to the selected users that includes a link that they can click on to gain access into the Agility Blue Request Portal application.

  • Disable

    Shown for enabled users. The licensed seat that this user took up will be free to apply to another user If the user has the Organization Administrator or Organization User roles.

  • Enable

    Shown for disabled users. An available licensed seat will be required if the user has the Organization Administrator or Organization User roles.

  • Remove All Roles

    Shown for enabled users. Removes all roles from the selected users (this has the same effect as disabling). This may be useful if you would like to clear mixed roles from a set of users in order to uniformly apply different roles.

  • Edit
    Shown for all users. Opens a window so you can modify details such as name, email, and time zone.

  • Delete

    Shown for all users. Removes their account from Agility Blue. In most cases, disabling a user is a better option because it is functionally the same as deleting an account but it will also provide you with the ability to re-enable the account should you need to do so in the future. It is possible to recover a deleted account by contacting support.

Notice!

All details related to a user’s history and any recorded audit information that the user performed will always remain intact and never removed from the system — even if the user account is deleted.