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Users

📝 Note: This documentation page may refer to Manage > Marketplace in navigation steps. If the Manage option is not available in your navigation, click the grid icon on the top-left corner of your header and click Marketplace.

On the AppDirect platform, user and company accounts are tightly associated and have a number of dependencies:

  • Each registered user must be a member of at least one company.
  • Users can be members of multiple companies.
  • Each company must have at least one registered user.
  • A company can exist only as long as it has at least one associated user account.

Because of these dependencies, the workflow to create a company also requires the creation of its first associated user account. By default, this first user is assigned the Company Administrator role. Typically, Company Administrators then invite their coworkers to join their company and create individual user accounts.

Marketplace Managers work with users at Manage > Marketplace > Dashboard > Home | Users. Company Administrators manage users in their own company at Manage > Account > Users. See Manage users for Company Administrator tasks.

The buttons, columns, filters, and row links that appear on the user listing page depend on the current user's role.

The Users table includes the following columns:

  • User name
  • Created on
  • Company name
  • Email
  • Status

From the Users page, you can:

  • Search users by keyword.
  • Filter users by Status and Date Range.
  • Sort by Name and Created On.
  • Adjust row density (Spaced, Normal, Compact).
  • Change row count (5, 10, or 20 rows per page).
  • Reset filters with Clear All.
  • Expand the workspace with full-screen mode.
  • Download the current list as a CSV file.
  • Create a new quote.

Disable or remove users​

Removing access is not always labeled Remove in the user interface. Use the path that matches your role.

Marketplace Managers disable a user’s marketplace account (the user cannot sign in). This is not the same as removing the user from a single company.

  1. Go to Manage > Marketplace > Dashboard > Home | Users, then open the user’s details page.
  2. Click Manage User > Disable account.

See Manage users for all Manage User actions. If disable fails or is unavailable, the user may have a role at or above your permission level. Remove or lower those roles on the user’s Settings tab first. See Role restrictions and removing users in Modify user roles.

Company Administrators remove a user from their company with Remove User. The user may still belong to other companies; the account is deleted only after the user is removed from every company.

  1. Go to Manage > Account > Users.
  2. Click the gear icon on the user’s row, then Remove User.

Before you can remove the user, unassign their applications and transfer any applications they own. See Remove users.

Topics in this section​

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