Manage user accounts

As an organization administrator, you can view, create, and manage users for each organization. After a user has accepted the invitation to join, and registered for a personal data room, they will utilize one of the organization's licenses.

You need to be in the Administration mode to undertake these tasks, which is accessed from your profile icon.

user view in administration role features numbers 1 through 4

  1. Select Add user to create a new user's personal data room account.

  2. Add users to a Flow group.

  3. Select the information icon to view the number of users and their status, as well as the total number of team room licenses used or available.

  4. Select the clipboard icon in the toolbar to create a user list that is copied to the clipboard. It can then be pasted into a file.

  5. Select a users more options icon to manage storage space, update a user's roles, start an email change, and to deactivate, reactivate, or block, or make an email change request.

For more information go to: