Access Control: Users Tab – Bitsight Knowledge Base

May 23, 2023: “Manage Access” renamed to “Access Control.”
April 7, 2022: Added Financial Quantification to features that can be enabled.
September 3, 2020: Instructions for assigning a user as a Collaboration Contact.

Use the Users tab in the Access Control page to manage users in your account. This information is available as a .CSV file via the Download button.

Search Users
Create New Users
Edit Existing Users
Delete a User

See user management user permissions.

How To: Manage Users

The /users API endpoint is also available for reviewing user accounts in your organization.

Search Users

Use the Filters button or Search bar at the top of the table to search for existing users.

Filters

Status: The user’s account status – Created, Activated, Deactivated.
Roles: The user’s role. See user roles.
Group: The user’s Access Control Group.
Available for contact: Admin, Group Admin, or Portfolio Admin users that have been assigned as a point-of-contact when other users request to add companies to the portfolio.

Create New Users

Select the Add User button at the top-right and then enter the following user information:

*Required.

Field	Description
Email (Login)	The user’s email address. This is also used as part of their login credentials when logging in to the Bitsight platform.
User Name / Alias	The user’s formal name.
Role	The user’s role. See user roles.
Group	Assign the user to an Access Control Group. The user will have the ability to see and monitor only the subset of companies in their group. A user can belong to only one group at any given time. Users cannot be added to a group in bulk. If a user is not assigned to a group, they will be automatically assigned to the default group. This is the “All Companies” group by default, with access to all companies in your portfolio.

If a particular user is not able to activate their account, go to [Email Icon] Options ➔ Resend Welcome Email to resend the welcome email that includes their activation link.

We do not sell user licenses. Therefore, you can add as many users or administrators as you’d like. You may create up to 300 users per month. If you've reached the allocated users for the month, you may create more in the following month or request to immediately create more users by contacting Bitsight Support.

Edit Existing Users

Edit a listed user by going to Options ➔ Edit.

Details

*Required.

Field	Description
Email (Login)	The user’s email address. This is also used as part of their login credentials when logging in to the Bitsight platform.
User Name / Alias	This user’s formal name.
Role	This user’s role. See user roles.
Group	Assign this user to an Access Control Group. They will have the ability to see and monitor only the subset of companies in their group. Changing a user’s group may change their folder contents. A user can belong to only one group at any given time. Users cannot be added to a group in bulk. If a user is not assigned to a group, they will be automatically assigned to the default group. This is the “All Companies” group by default, with access to all companies in your portfolio.

Contact Type

Field

Description

Collaboration Contact

Invitations to collaborate from other companies will be sent to this user.

Subscription Contact

Assign as a contact when other users request to add companies to your portfolio and will be notified of collaboration invitations via email.

If enabled, this user will be listed as the contact for their Access Control Group.
If no users are assigned, up to 3 users who can add companies to the portfolio will be listed.
Go to your Account page to identify the Admins (Customer Admin) and Group Admins (Customer Group Admins) for your account.

Features

Field	Description
Financial Quantification Slug Name: `fq-access`	This user can access the Financial Quantification feature.
Work From Home Slug Name: `wfh-ro`	This user can access the Work From Home feature.

Delete a User

Deleting a user also deletes any shared folders that they created and cannot be undone. We recommend assigning an active owner to a folder before deletion to ensure the folder can still be managed.

Delete a listed user by going to Options ➔ Delete.

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