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.
Users are managed from Manage > Marketplace > Dashboard > Home | Users.
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
- 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.
Was this page helpful?
Tell us more…
Help us improve our content. Responses are anonymous.
Thanks
We appreciate your feedback!