The Manage Users page is where you view and manage everyone in your organisation. From here, you can see who has access to your Altruistiq workspace, invite new team members, and adjust roles and permissions.
How to access Manage Users
Click your profile icon in the top right corner of the screen.
Select Manage Users from the menu.
Most roles can access the Manage Users page to view team information. However, taking management actions such as changing roles or Business Unit access requires specific permissions.
Users
The three user tabs
The Manage Users page organises users into three tabs based on their status:
Active Users shows current team members who can access the platform. This is the default view when you open the page.
Suspended Users shows former team members whose access has been revoked. Suspended users cannot log in but can be reactivated if needed.
Pending Invitations shows invitations that have been sent but not yet accepted. From here, you can track who hasn't joined and resend invitations if necessary.
Active Users tab
The Active Users tab displays your current team members in a table with the following information:
User details: Name and email address for each team member.
Role: The role assigned to this user, which determines their permissions. You can change the role directly from this column if you have the appropriate permission.
Business Unit access: Which Business Units this user can see data for. You can adjust access directly from this column.
Seat type: Whether the user has a Pro or Lite license, based on their role.
2FA status: Whether the user has set up two-factor authentication. You can reset their 2FA from this column if needed.
Actions: Options to reset 2FA or suspend the user.
Inline editing of active Users
If you have the "Manage User Roles & Business Unit Access" permission, you can change a user's role or Business Unit access directly from the table. Click the dropdown in the relevant column, make your selection, and the change takes effect immediately.
Bulk actions
To make changes to multiple users at once, select users using the checkboxes on the left side of the table. A bulk actions bar appears at the bottom of the page with options to change role, change Business Unit access, or suspend the selected users.
Suspended Users tab
The Suspended Users tab shows team members who previously had access but have been suspended. For each suspended user, you'll see:
Information | Description |
User details | Name and email address |
Role when suspended | The role they had when access was revoked |
Business Unit access when suspended | Their data access at the time of suspension |
Suspended by | Who revoked their access |
Date suspended | When the suspension occurred |
From this tab, you can reactivate a user to restore their access with their previous role and Business Unit settings.
Pending Invitations tab
The Pending Invitations tab shows invitations that are waiting to be accepted. For each invitation, you'll see:
Information | Description |
Email address | The email the invitation was sent to |
Role | The role the invitee will receive when they accept |
Business Unit access | The data access they'll have |
Last sent | When the invitation was most recently sent |
From this tab, you can Resend an invitation if the recipient didn't receive it or the link expired, Edit the invitation to change the role or Business Unit access before they accept, or Revoke the invitation if it was sent in error.
Roles
The Roles View
Click the Roles tab to see all roles available in your organisation. This view shows:
Information | Description |
Role name | The role and a brief description of what it's for |
User count | How many team members currently have this role |
License type | Whether the role requires a Pro or Lite license |
Click on any role to see its full list of permissions. This helps you understand exactly what users with that role can do in the platform.
Quick reference
Tab | What you see | What you can do |
Active Users | Current team members | View details, change role, change BU access, reset 2FA, suspend |
Suspended Users | Former team members | View suspension details, reactivate |
Pending Invitations | Unaccepted invitations | View details, resend, edit, revoke |
Roles | Available roles | View role details and permissions |