Users — Bulk & Line Actions

This page covers the actions on the main Users table.

Role lozenges show the normal access level for each action. Tenant/client scoping and record state can still hide an action in some cases.

Line actions

• Edit Owner: opens the user so you can update details, scope, and roles.
• Delete Owner: deletes that single user.
• Impersonate Owner: starts an impersonation session so you can see what that user sees. It is only shown when your account has permission to impersonate that user.

Bulk actions

• Delete Owner: deletes the selected users. Before bulk-deleting users, check whether any client access or admin ownership needs to be transferred first.

Buttons

• Create Owner: opens a new user form. It is shown to users who are allowed to create users.
• Users Help Owner: opens the help guide for users.