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Managing Users

The Users section allows administrators to manage access for team members.

From this page, you can:

  • add new users
  • add existing users
  • edit user information
  • delete users
  • assign or remove users from Security Groups

Add a New User

  1. Click [+ New User] in the top-right corner
  2. From the dropdown, select [New User]
  3. A modal window will open
  4. Fill in the following fields:
    • Username — enter the desired username
      Example: jdoe@unasoftware.com
    • Full Name — enter the user’s full name
      Example: John Doe
    • Email — enter the user’s email address
    • Disabled — check this box if you want to create the user but prevent login until later
  5. Click [Save]

Add an Existing User

If the user already exists in the system, such as from another environment:

  1. Click [+ New User]
  2. Select [Add Existing User]
  3. In the Username field, enter the existing username
  4. Optionally, check Disabled if you want to restrict access initially
  5. Click [Save]

Edit a User

  1. Either right-click on the row or click the ellipsis on the right side of the row for the user
  2. Click [Edit]
  3. Update the user information as needed
  4. Click [Save]

Delete a User

  1. Either right-click on the row or click the ellipsis on the right side of the row for the user
  2. Click [Delete]

Assign or Remove a User from Security Groups

  1. Either right-click on the row or click the ellipsis on the right side of the row for the user
  2. Click [Security Groups]
  3. Select or deselect the Security Groups you want the user to belong to
  4. Click [Save]