Users Page

Click Users in the left navigation pane to display this page, which you can use to add new users, assign user roles, and configure user settings. The following options are available:

  • Create User: Opens the Create User dialog so that you can invite a new user to join your BarTender Cloud account.

  • Search: Filters the user list by the search term that you enter.

  • Users list: Displays the name, email address, role, and status of each user. To make changes to a user, click to display a menu that provides the following options:

    • Resend invitation: Sends an invitation email message to the user. Available for users who have been invited to join BarTender Cloud but have not yet responded.

    • Edit: Displays a user information dialog, which you can use to edit settings for the selected user. The following options are available:

      • Enter First Name: Specifies the user's first name.

      • Enter Last Name: Specifies the user's first name.

      • Set as administrator: Grants administrator permissions to the user.

      • Allow password-based API access: Grants the user password-based access to the BarTender Cloud REST API. The password-based API access option is available only for the Automation subscription plan.

      • Enable two-factor authentication: Turns on two-factor authentication for the user.

      • 2FA Reset: Clears the phone number that is used for two-factor authentication so that the user can use a different number instead. Available when Enable two-factor authentication is selected.

        • Note: The password-based API access and two-factor authentication features are mutually exclusive.

    • Change profile image: Opens the Choose and crop an image for user dialog so that you can upload and crop a new image to use as a profile picture.

    • Remove profile image: Deletes the current profile picture.

    • Reset password: Sends a password change request email message to the user.

    • Deactivate/Activate user: Specifies that the selected user is deactivated (if active) or activated (if not active).

    • Delete user: Deletes the selected user.

For more information, refer to Managing Users.