Users
Category: Management
Version: 1.0
Last Updated: July 9, 2026
Author: Any2Info
Description
The Users page is the central location for managing and monitoring platform users.
Administrators and users with the User management permission can create new users, update user information, manage authentication settings, assign roles, configure managed users, inspect user authorizations, and review active user sessions.
The page provides an overview of all users registered within the platform.
Users Overview
The overview displays all users together with their most important account and authentication information.
Search
The search field supports searching by:
User ID
Username
SSO username
First name
Infix
Last name
Full name (Firstname Lastname)
Full name including infix (Firstname Infix Lastname)
Email address
Phone number
Note The overview cannot be sorted or filtered. Only searching is supported.
Columns
Id
Unique identifier of the user.
Admin
Indicates whether the user has platform administrator rights.
Username
Username used to log into the platform.
SSO username
External username used for Microsoft, Google or Apple authentication when it differs from the platform username.
Firstname
User's first name.
Infix
Optional name infix.
Lastname
User's last name.
Registered email address.
Phone
Optional phone number.
Biometrics
Indicates whether biometric verification is required in the mobile application.
MFA
Indicates whether Multi-Factor Authentication is enabled.
Disable MFA
Indicates whether the user is allowed to disable MFA themselves.
Disabled
Indicates whether the account has been disabled.
Locked
Indicates whether the account is temporarily locked after multiple failed login attempts.
Add collection
Indicates whether the user is allowed to create new collections.
Creating a User
Select New user to create a new platform user.
Users can also be created automatically through a Create User node within a Dataflow.
Context Menu
Right-clicking a user opens the context menu.
Available actions include:
Edit
Edit Password
Delete
Variables
Configure managed users
Associations
Tokens
If a user's account is locked, an additional Unlock account option becomes available.
Accounts are automatically locked for 1 hour after 5 failed login attempts.
Edit User
The Edit user dialog contains four tabs.
Personal
Manage the user's personal information.
Profile picture
No
Displays the user's profile picture. Users can upload their own profile picture through the Web App or Mobile App. Administrators can remove the picture.
Username
Yes
Unique username used for logging into the platform. Can be modified provided the new username is unique.
Firstname
Yes
User's first name.
Infix
No
Optional name infix.
Lastname
Yes
User's last name.
Yes
User's email address.
Business
Optional business information.
Phone
No
Contact phone number.
Company
No
Company name.
Department
No
Department within the organization.
Job
No
Job title or role.
Platform Settings
Platform-specific account settings.
Admin rights
Grants platform administrator permissions.
Multi factor authentication
Requires Multi-Factor Authentication for this user.
User disabled
Disables the account while preserving all user information.
Biometrics check in app
Requires biometric verification when using the mobile application.
Create collections
Allows the user to create new collections.
Allowed to disable MFA
Allows the user to disable MFA themselves. When disabled, administrators can enforce MFA usage.
Authorisation
Configure the user's platform authorization.
SSO username
External Microsoft, Google or Apple username when it differs from the platform username.
Add role
Assign one or more roles to the user.
Roles
Displays all assigned roles. Roles can be removed using the delete icon.
A user can be assigned multiple roles simultaneously.
Edit Password
Allows an administrator to change the user's password.
This is typically used when a user has forgotten their password or when an administrator needs to reset credentials.
Delete
Deletes the selected user from the platform.
Variables
Opens the user-specific Variables editor.
Variables can be used to personalize application behavior for individual users.
For more information, see the Variables documentation.
Configure Managed Users
Managed Users allows administrators to configure impersonation.
This feature is commonly used when an employee is temporarily unavailable, allowing another employee to take over their account without sharing passwords.
Both individual users and groups can be assigned.
Once configured:
Access becomes available immediately.
No password sharing is required.
Users can switch accounts using the Run as user option available in both the Web App and Mobile App.
The Run as user option is only visible when the user has permission to impersonate at least one other user.
Associations
The Associations window provides a read-only overview of how a user is authorized within each collection.
The window displays:
Collections the user has access to
Roles assigned within each collection
Effective permissions resulting from those roles
Authorization information is grouped into:
Modules
Dashboards
Forms
Agents
Dataclips
Dataflows
MCPs
Expanding a permission shows which assigned role granted that permission.
This screen is intended for inspection and troubleshooting and cannot be used to modify permissions.
Tokens
The Tokens window provides a read-only overview of the user's active sessions.
For each active session the following information is shown when available:
Login date and time
Client type
Browser or application
Operating system
Version information
Administrators can use this information for auditing and troubleshooting active logins.
Note Active sessions cannot be revoked by administrators. Users can manage and revoke their own active sessions from the Web App or Mobile App.
Permissions
Access to the Users page requires one of the following:
Platform administrator rights
User Management permission
Tips & Best Practices
Disable user accounts instead of deleting them when an employee leaves the organization.
Enforce Multi-Factor Authentication by disabling the Allowed to disable MFA option.
Use Configure managed users instead of sharing passwords when temporary account access is required.
Review the Associations window when troubleshooting authorization issues.
Review active sessions using the Tokens window when investigating unexpected logins.
Typical Workflow
Create a new user.
Enter the user's personal information.
(Optional) Enter business information.
Configure platform settings.
Assign one or more authorization roles.
(Optional) Configure managed users.
The user signs in to the platform.
Use the Associations and Tokens windows later for auditing and troubleshooting.
Changelog
1.0
July 9, 2026
Initial documentation version added.
Last updated
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