Use the Users tab in the Access Control page [ Settings ➔ Access Control ➔ Users] to manage users in your account.
The /users API endpoint is also available for reviewing user accounts in your organization.
Actions
Add a User
Instructions: See guide.
Edit a User
Instructions: See guide.
Delete a User
Deleting a user cannot be undone. Deleting a user also deletes any shared folders that they created. We recommend assigning an active owner to a folder before deletion to ensure the folder can still be managed.
Instructions:
- Select the More Options next to the user you’d like to delete.
- Select Delete.
- Select Yes, Delete User.
Search Users
Instructions: Use the
Filters button or Search bar at the top of the Users tab to search for existing users. See filters.
Fields
- Contact Type
- Indicates if the user is assigned as a subscription or collaboration contact type.
- The user’s email address.
- Group
- The user’s access control group.
- Joined (UTC)
- The date and time when the user’s account was activated.
- Last Login (UTC)
- The date and time when the user last logged in.
- SPM / CM Role
- The user’s role.
- Status
- The user’s account status.
- Two-Factor Authentication
- The user’s 2-factor authentication (2FA) status.
- User Name
- The user’s name.
- VRM Role
- The user’s role for Bitsight VRM functions.
Filters
- Contact Type
-
CollaborationSubscription
- Group
- The Access Control Group name.
- SPM / CM Role
- The role name. Learn more…
- Status
-
-
Created= The account was created. -
Activated= The user activated their account. -
Deactivated= The account is deactivated.
-
- Two-Factor Authentication
-
EnabledNot EnabledPending
- VRM Approval Status
-
Approval RequiredApprovedRejected
- VRM Role
- The Bitsight VRM role. Learn more…
- January 28, 2025: Incorporated Enable Financial Quantification instructions.
- November 6, 2024: Listed and defined fields and filters.
- May 23, 2023: “Manage Access” renamed to “Access Control.”
Feedback
1 comment
Can you help to add Triston Liao permissions?thanks
mail address: triston.cr.liao@fii-foxconn.com
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