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Manage Users

Creating a New User​

Step 1: Navigate to the Users section​

Click Users in the global sidebar section. Click New User.

New user

Step 2: Enter user details​

FieldRequiredDescription
First NameYesUser's first name.
Last NameYesUser's last name.
EmailYesUser's email address.
TypeYesTeam member or Client account.
RoleYesAssigned role (Admin, Client, or custom role).
Default OrganizationYesThe organization shown on login.
BlockedNoPrevent the user from signing in.
Send Invitation EmailNoSend an invitation email for the user to complete signup.

User modal

Send Invitation Email

When enabled, Dossier sends an invitation email with a link to complete signup through Auth0. The user cannot sign in until they accept the invitation.

Step 3: Click Create​

The user appears in the list. If an invitation was sent, their status shows Invitation Sent.

Updating a User​

Step 1: Click the edit (pencil) icon​

Locate the user in the list and click the edit button.

Edit user

Step 2: Modify details​

Update name, email, type, role, default organization, or blocked status.

Step 3: Click Save​

Changes are applied immediately.

Invitation status badges​

BadgeMeaning
Invitation SentInvitation email sent, signup not completed.
Email not ConfirmedUser signed up but email not verified.
Not Signed UpUser record exists but signup incomplete.

Deleting a User​

Step 1: Click the delete button​

Use the row action menu or bulk delete.

Step 2: Confirm deletion​

Delete user

danger

Deleting a user permanently removes their account from Dossier and Auth0. This action cannot be undone.

Bulk Delete​

Select multiple users using checkboxes and click the bulk delete button.

Delete multiple users

Filtering Users​

Use the toggle at the top of the Users list to switch between Organization users and Client accounts.

User toggle

Creating Client Accounts from a Client​

Client accounts can be created or added from a client's Members tab. See Members for details.

Create client account