User Management

Learn about user management.

Creating a User

Navigate to the Users feature from the homepage.
When on the users page, click the ‘Create’ menu option at the top of the page, which will open the ‘Create user’ form.
Users should be added with a unique email address, name and whether they are tenant admin users. A tenant admin can manage users, assets and projects.
If a user is not already a user of Validate, they will be sent an email inviting them to login and use the software. Once a user has been created, invite emails can be resent if they are not actioned in an appropriate time.
If the added user already exists and is able to use Validate with another tenant, they are sent an email to inform them they’ve been added to a new tenant and can then use Validate from the context of several tenants and projects as appropriate.

Upload Users

If several users are to be added at one time, it may be quicker to upload using a CSV file. Added users will be enabled and validated as per the normal means of adding a user.

To help uploading, first obtain a template and then upload the completed file. Click on the “Upload” page menu item, this will open a form with a link to download a template.
Once completed, click the “Upload a file” button and navigate to the competed document. Users will be uploaded in the background and you may perform other operations within Validate.
When the upload is complete, you will receive a notification to inform you.

Disabling and Enabling Users

When a tenant is set up, they are given a number of seats. A tenant may have 100 registered users but only 10 seats. This means the tenant can only have 10 active user accounts at any given time. An active user’s account must be disabled before another can be enabled.

Navigate to the user page, which will show the number of registered users, and the number of seats remaining. The table shows which users have been enabled.
Users may be disabled or enabled to free up and use seats as appropriate. To do this, simply select the disable/enable menu item and confirm the operation.

Archiving Users

Archiving a user will ensure that a user can no longer use the software. Archiving a user will not delete all data for the user, and any actions performed by the user will still be recorded – and archived users can be restored.