{"id":6051,"date":"2022-04-04T05:27:08","date_gmt":"2022-04-04T05:27:08","guid":{"rendered":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/?post_type=article&p=6051"},"modified":"2026-03-26T21:55:55","modified_gmt":"2026-03-26T16:25:55","slug":"how-to-manage-users","status":"publish","type":"article","link":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-manage-users\/","title":{"rendered":"How to Add and Manage Users at Account Level"},"content":{"rendered":"

In this article, we will help you to understand how to add and manage users at the Account level.<\/p>\n\n\n\n
\n

Skip Ahead to:<\/strong><\/p>\n

Overview<\/a><\/p>\n

<\/a>Navigation<\/a><\/a><\/p>\n

Steps to Invite Users<\/a><\/p>\n

Steps to Lock a User<\/a><\/p>\n

Steps to Unlock a User<\/a><\/p>\n

Deleting a User<\/a><\/p>\n

Steps to Change the Password for the User<\/a><\/p>\n

Generate Token<\/a><\/p>\n

Common Operations to Manage Users<\/a><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Overview<\/h2>\n

Resources added to the organization need to be categorized and grouped for easy identification and quicker utilization. The resource manager assigns and maintains the resources for projects. <\/a>It is necessary to add and manage users in the Organization before allocating them to projects as team members.<\/p>\n

Navigation<\/h2>\n

<\/a>In the left navigation panel, expand the Apps<\/strong> menu, then select Account Space<\/strong>. Hover over the top breadcrumb, expand the People Management<\/strong> module, and select Users<\/strong>.<\/p>\n

Steps to Invite Users<\/h2>\n
    \n
  1. Click the INVITE USER<\/strong> button.<\/li>\n
  2. In the Invite Users pop-up window, select a Persona and enter the user’s Email ID.<\/li>\n
  3. Click the INVITE<\/strong> button.<\/li>\n<\/ol>\n

    \"\"<\/a><\/p>\n

    Once the user is created, the Activity log is visible. You can view the user profile page by clicking on the USER PROFILE<\/strong> button on the user Details view page and can access\/update the user’s skills and proficiency. <\/a>To learn more about the user profile, click here<\/a>.<\/p>\n

    Steps to Lock a User<\/h2>\n

    To restrict a user from accessing the application in an organization, you can lock a user account. A locked user is unallocated from all the projects in which the user is a team member. You cannot assign a role to a locked user, as a locked user will not be available for assignments and allocations of projects. You need to unlock the user to make the user available for assignments.<\/p>\n

    To lock a user,<\/p>\n

      \n
    1. Click the Lock Use<\/strong>r icon from the More Options on the user listing page.<\/li>\n
    2. On locking the user, the user\u2019s name is prefixed with the Lock on the User List page. This is reflected throughout the organization, including projects to which the user is allocated.<\/li>\n<\/ol>\n

      \"User<\/a><\/p>\n

      You cannot lock the only user with the Editor role assigned to a project. An error message is displayed when you try to lock such a user, informing you that the specified user name is the Editor for a project. <\/a>You need to assign another user with the Editor role and then lock the required user.<\/p>\n

      Steps to Unlock a User<\/h2>\n

      To unlock users,<\/p>\n

        \n
      1. Click the Unlock User<\/strong> icon from the More Options section of the users listing page.<\/li>\n
      2. After being unlocked, the prefix Lock is removed for the unlocked user’s name in the listing of resources and throughout the organization, including the projects to which the user is allocated.<\/li>\n<\/ol>\n

        \"\"<\/a><\/p>\n

        <\/h2>\n

        Deleting a User<\/h2>\n

        To delete a user at the account level:<\/p>\n

          \n
        1. Select the required user.<\/li>\n
        2. Click the Delete<\/b> option.<\/li>\n<\/ol>\n

          What Happens Next<\/b><\/p>\n