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User management

Add, remove and configure user accounts​

Everyone needs a user account to access Alloy! As an admin, you can manage the users in your organisation's customer project and what they're allowed to access.

Users are listed in a table, letting you see all of their properties at a glance. The bottom toolbar makes it easy to add multiple users to the groups, roles and teams required for them to access the data they need and receive assigned tasks. Creating user accounts is simple - just enter their name and email address! When a user no longer requires access to Alloy, you can disable their account or permanently delete it.

To get started, select User management on the start screen.

Example users listed in the user management table
Note

For a log of all user sessions, including login times and IP addresses, run the standard report named User Login Reports. If unavailable, contact Support to install the relevant module for you.

Filter users​

To filter the list of users:

  1. Select Filter in the column header you want to filter by.

  2. Depending on the column, do the following:

    Users / Email

    Select Value and enter a search term. Only users that contain this term anywhere in their name / email address will be shown.

    The Filter On window showing an example value
    User type

    Select User type and choose one of the following:

    • Full access - can sign into Alloy using a web browser on any device, plus Alloy Mobile.

    • Mobile - can only sign into Alloy Mobile on an iPhone, iPad or Android device.


    Only users that match the chosen type will be shown.

    The Filter On window showing an example value
    Enabled

    Turn on Enabled to only show users that are enabled for active use. Turn it off to only show users who have been disabled and can no longer use their accounts to sign into Alloy.

    The Filter On window showing an example value
    Groups / Roles / Teams

    Select Filter type and choose one of the following:

    • Contains word - select the Value field and enter a search term. Only users that contain this term anywhere in any of their linked groups / roles / teams will be shown.
    The Filter On window showing an example value
    • Equals - select the Group, Role or Team field and then choose one from the list. Only users that belong to your choice will be shown.
    The Filter On window showing an example value

  3. Select Save to finish.

Repeat for any other columns you wish to filter by. Be aware that filters are cumulative! If multiple filters are set, you will only see users that fulfil all of those conditions.

To clear a filter, select Filter in the column header and then select Reset.

An animation showing the users being filtered by a column value

Sort users​

To sort users by their email address or user type, select the Sort icon in the column header to switch between Unsorted, Ascending and Descending order.

An animation showing the users being sorted by a column in ascending and descending order