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Access users

  • Go to People & Devices → Users in the sidebar (available to Admin and IT Team users)
  • The header shows Seats Used out of the total available on your plan
Screenshot needed: Users list with Seats Used, filters, and Import / + Add buttons

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User operations

Add users
  • Click + Add to create a user manually. See Add User
  • Click Import to upload users in bulk from a CSV file. Download the sample file from the import dialog to see the expected format. The dialog lists any failed records
  • You can also import users from Integrations
Export users
  • Click Export to download the current user list for reporting or backup
Search and filter
  • Search by name or email
  • Filter by role, tags, manager, shift, designation, department, or archived status
  • Click any column header to sort
Manage users
  • Click a user’s name or email to open their profile. See Edit User
  • Use the actions menu to Archive, Unarchive, or Delete a user. See Archive or delete a user
  • Use pagination and Rows per page to navigate large lists

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Video walkthrough