Users

The Users page

Open Users from the Administration group. It lists the members of the active organization, 50 per page, with the total at the top. Besides the table, the page has the organization's Join requests, the Invite to box and the organization's Credits card. Invites and join requests are covered in Organizations and members, credits in Credits.

Use the search box (Search by email, name, or ID…) and the filters: All tiers narrows to one tier, and All roles narrows to Platform admin or User (the platform-wide flag, not the organization role). Clear filters resets both.

Add a user

1. 1
   Select Add user

   At the top right of the Users page.

2. 2
   Enter the Email

   Platform admins also see Make this user a platform admin.

3. 3
   Choose whether to email them

   Leave Email the user their API key ticked to send a welcome email with a temporary password, their API key and the gateway base URL.

4. 4
   Select Create user

   The account is created as a member of the active organization, on the organization's default tier.

5. 5
   Copy the credentials

   A panel shows the new account's API key. Copy it now: it isn't shown again here (the user can always see it on their own account page).

If no email is sent, the panel also shows the Email and Web UI password for you to pass on. If the email was supposed to go out but failed, the page says so.

Add users in bulk

Create many accounts at once from a CSV or Excel file.

1. 1
   Prepare the file

   Use .csv, .xlsx or .xls. Only the first sheet is read. The first row must be a header with a column named email, emails, mail or mails (any case). Other columns are ignored, duplicates are removed, and anything without an @ and a dot is skipped.

   users.csvCopy

   email,department
   ana@example.com,Risk
   raj@example.com,Trading
   lee@example.com,Ops

2. 2
   Select Bulk upload

   Then Click to choose a file. The preview shows how many unique emails were found and lists the first 20.

3. 3
   Choose whether to email them

   Leave Email each user their temporary password and API key ticked to send welcome emails.

4. 4
   Select Create N accounts

   The upload runs in the background. A progress panel at the bottom right shows the Created, Skipped and Failed counts; you can minimise it and keep working. When it's done it lists every skipped or failed address with the reason.

New accounts join the active organization as members on its default tier. An address that already has an account is skipped (reason "already exists"); to add those people, use Add user or send an invite.

Assign a tier

Pick a tier in the person's Tier menu. The change applies to their requests in this organization only; the same person can be on different tiers in different organizations. Only this organization's tiers are offered. See Tiers and limits for what a tier controls and how a team's tier takes precedence.

You can change your own tier. For anyone else, the same rule as roles applies: an admin can reassign members, and the owner can reassign admins and members.

Row actions

Select the ⋮ menu at the end of a row. You only see the actions you're allowed to take on that person.

For the owner, or someone at or above your own role, the menu explains why there's nothing to change. You can't delete your own account or remove your own platform admin flag, and an account that owns an organization can't be deleted until ownership is transferred.

Set credit limits for many people

Tick the checkbox at the left of each row, or tick the header checkbox to select everyone matching the current search and filters (across all pages). A bar titled Set limits for individual users appears. Enter a Limit in dollars and select Apply, or select Clear to remove the personal limit from everyone selected. People whose role you can't act on are skipped, and the result says how many.

Troubleshooting