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Manage Users

Manage all your organization’s users in one place - approve new members, update existing ones, or remove users as needed.

K
Written by Kimberly Trapkus
Updated this week

Navigate to https://admin.omnilife.io/portal and log into your account.

Note: Only users with the permission of Organization Manager can access the Users section of the Admin Portal.

Approve new members

When a new user signs up, they have the ability to select the organization they wish to join. An Organization Manager must approve the user to become a member of their organization.

To approve a new member, click "Pending Members" from the Users section of the admin menu. In here, you will see any new users asking to join your organization. Approve memberships to add users to your organization's cases or rooms.

Add new users

In the "Pending Members" section, you can add a list of new users in bulk by uploading a CSV file. To do so, click Invite Users, choose the file you wish to import and click Open, then OK to confirm the import.

Note: The CSV file should include two columns without headers: the first column for the user’s name and the second for their email address.

Search, view, edit, or remove users

Users who have been successfully added to your organization will appear under "Approved Members." From here, you have a few options:

  1. Search for an existing user.

  2. Click on a name to expand the user details panel.

  3. Update user information, roles, and permission.

  4. Remove a user from your organization.

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