Manage Users

Digital Showroom lets you invite team members, assign roles, and control who has access to your product portfolios. This article covers how to view, invite, edit, and remove users from your organization.

View the User List

1. Go to Admin > Users.
2. The user list displays the following information for each user:
   • SSO badge (if the user logged in via SSO)
   • Name
   • Email
   • Role (Admin or User)
   • User group memberships
   • Status (Active, Invite sent, or Expired)

You can sort the list by Name, Email, or Status by clicking on the column headers. Click a column header again to toggle between ascending and descending order.

Search and Filter Users

Use the search bar at the top of the page to find users by name or email.

To filter by status, click the Filters button next to the search bar. You can filter by:

• Display all - Show all users regardless of status
• Active - Users who have accepted their invitation and can log in
• Invite sent - Users who have been invited but have not yet created their account
• Expired - Users whose invitation has expired before they accepted it

Invite Users

1. Go to Admin > Users.
2. Click Invite users in the upper-right corner.
3. For each user you want to invite, fill in the following fields:
   • Email (required) - The email address of the person you want to invite.
   • Role (required) - Select User or Admin. See Understand user roles below for details.
   • User groups (required) - Select one or more user groups. User groups determine which portfolios the invited user can access.
4. To invite multiple users at once, click Add another user. You can add up to 10 users per batch.
5. Click Send invite to send the invitation emails.

Invited users receive an email with instructions to create their account. Once they accept the invitation, their status changes from Invite sent to Active.

Edit a User

1. Go to Admin > Users.
2. Click on the user row you want to edit.
3. On the user detail page, you can update:
   • Role - Change between User and Admin. You cannot change your own role.
   • User groups - Add or remove user group assignments (for non-SSO users). This determines which portfolios the user can access.
4. Click Save to apply your changes.

Resend an Invitation

If a user's invitation has expired before they accepted it, their status shows as Expired. To resend the invitation:

1. Go to Admin > Users.
2. Find the user with the Expired status.
3. Click the Resend button that appears next to the expired status badge.

The user receives a new invitation email with a fresh expiration date.

Delete a User

1. Go to Admin > Users.
2. Click the trash icon on the row of the user you want to delete.
3. Review the user details in the confirmation dialog (name, email, status, and roles).
4. Click Confirm to permanently remove the user.

Understand User Roles

Digital Showroom has two roles:

When inviting a new user, the default role is User. You can change it to Admin at any time from the user detail page (unless the user has not yet accepted the invitation).