The Users page under Account Admin lets administrators manage all user accounts across your Experro instance i.e., across all the workspaces. Here you can review existing users, adjust their global roles and group memberships, and onboard new team members who can then be assigned to specific workspaces.

What You Can Do on This Page

  • Browse All Users View every user in the system along with their key details and current assignments.
  • Manage User Access Edit a user’s global roles and group memberships, reset their password, block or unblock them, or delete their account entirely.
  • Add New Users Invite new team members by providing their profile details and assigning them initial roles and groups.

Field-by-Field Breakdown

ColumnDescription
NameThe user’s full name (First + Last).
EmailThe email address they use to log in.
WorkspaceLists the workspaces to which the user already belongs.
RolesGlobal role(s) assigned (e.g., Workspace Admin, Super Admin). These roles govern which workspaces they can access and what admin capabilities they have across the system.
GroupsAny user groups they’ve been added to.
StatusIndicates whether the account is Active, Blocked, or Invited.
Actions- Edit: Update name, email, roles, or groups.
- Reset Password: Trigger a password reset email.
- Block/Unblock: Toggle account access.
- Delete: Permanently remove the user.

Adding a New User

  1. Click Add User to open the Add User form.
  2. Provide User Details
    • First Name: Given name.
    • Last Name: Family name.
    • Email: Login address; an invitation email will be sent here.
  3. Assign Global Roles & Groups
    • Roles: Select one or more roles to define the user’s administrative scope.
    • Groups: Optionally add them to existing user groups for easier bulk management.
  4. Save Click Save to send an invitation email. The user’s status will initially show Invited until they accept.
Once the user accepts their invitation, they can be added to specific workspaces and granted workspace-level roles as needed.