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Manage Users

The Users page lists portal accounts and lets administrators manage roles, vendor access, and account status.

Open users​

  1. Expand Settings in the sidebar.
  2. Click Users (/users).

Requires org_admin or vendor_admin.

User list​

The table shows users with columns such as:

  • Name and email
  • Role(s) and vendor access
  • Active status
  • Last activity (when available)

Filter users​

Use User Filters to narrow by:

  • Role type
  • Vendor
  • Active / inactive status
  • CTC notify list (org admins)
  • Search by name or email

Open user detail​

  1. Click a user row.
  2. Navigate to /users/[id].

User detail actions​

On the detail page you can:

ActionDescription
Edit profileUpdate name, contact fields
Change roleAssign a different role type
Manage vendor accessAdd or remove vendor assignments
DeactivateDisable portal access
Resend invitationFor pending users
CTC notify flagOrg admin — include on all-CTC-notify list

Assign or change roles​

  1. On user detail, open the role assignment section.
  2. Select a role from dropdown (filtered to roles you can assign).
  3. Select vendor scope when required.
  4. Save changes.

Only org_admin can assign org_admin and org_user roles.

Remove vendor access​

  1. On user detail, find vendor access entries.
  2. Click Remove access for a vendor.
  3. Confirm — user loses case visibility for that vendor.

Deactivate a user​

  1. Set account to inactive on user detail.
  2. User cannot sign in but historical records remain.

Permissions​

  • vendor_admin sees users within their vendor scope.
  • org_admin sees organization-wide users.

See Invite Users and Organization Admin Guide.