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Overview

The Users section of the server admin panel gives you a platform-wide view of every registered user. This is useful for support, security audits, onboarding troubleshooting, and managing elevated privileges.

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Viewing users

To view the user list:
  1. Go to the Server Admin panel.
  2. Click Users in the sidebar.
The user list shows:
ColumnDescription
NameThe user’s display name
EmailThe user’s login email address
OrganizationsOrganizations the user belongs to, with their role in each
Server AdminWhether the user has server admin privileges
Last seenTimestamp of the user’s most recent login
CreatedAccount creation date

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Searching and filtering

Use the search bar to find a specific user by name or email. Filter the user list by:
  • Server admin status: Show only server admins or non-admins
  • Organization: Show users belonging to a specific organization
  • Activity: Show users who have or haven’t logged in recently

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User detail view

Click any user to open their detail view. The detail view shows:
  • Account information (name, email, creation date, last login)
  • All organizations the user belongs to and their role in each
  • Recent activity log (engagements accessed, reports generated, etc.)
  • Server admin status

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Managing server admins

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Promoting a user to server admin

  1. Open the user’s detail view.
  2. Click Promote to Server Admin.
  3. Confirm the action in the prompt.
The user immediately gains server admin privileges. They will see the Server Admin option in their profile menu on their next page load.
Server admin status grants broad access to all platform data and configuration. Only promote users who have a clear operational need for this level of access.

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Revoking server admin status

  1. Open the server admin user’s detail view.
  2. Click Revoke Server Admin.
  3. Confirm the action.
The user’s server admin access is removed immediately. Their organization roles and memberships are not affected.
You cannot revoke your own server admin status. Another server admin must perform this action.

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Managing user organization memberships

From the user detail view, server admins can:
  • View all organizations the user belongs to
  • See the user’s role within each organization
  • Remove the user from a specific organization (use with caution — this immediately revokes their access)
To remove a user from an organization:
  1. Open the user’s detail view.
  2. Scroll to the Organizations section.
  3. Click Remove from org next to the organization.
  4. Confirm the action.
The user is removed from the organization immediately. Their account remains active and they can still access other organizations they belong to.

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Deleting a user account

Deleting a user account is permanent and cannot be undone. The user’s contributions (wiki edits, task comments, etc.) remain in place, attributed to the deleted account.
To delete a user account:
  1. Open the user’s detail view.
  2. Click Delete Account.
  3. Type the user’s email to confirm.
  4. Click Delete.
The user is immediately logged out and their account is deleted. Their email address can be re-used to create a new account if needed.

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Audit considerations

Regularly review the user list to:
  • Identify accounts that haven’t been active for an extended period
  • Verify that server admin status is limited to the appropriate individuals
  • Check that departed employees have been removed from all organizations