Manage Users
App Xchange users are part of the larger company account. Users can be managed from the company’s account or workspace dashboards. You can set their permissions to determine what they have access to.
There are two main parts of managing users:
Invite new users
Manage existing users
You can manage users from a workspace with some caveats. Users invited from a workspace will belong to all workspaces that belong to the account.
Make sure you’re in your company account or workspace and select Users in the left pane. App Xchange displays the different users of your account and several tabs.
Users tab
App Xchange users and email addresses.
Service Accounts tab
App Xchange service account users and email addresses. Service Account users are almost exclusively used for connectors that require restricted access to the App XChange platform.
Invites tab
Email addresses of invited potential users and when the invitation expires. Select the Show All? checkbox to see expired invitations.
Manage Invitations
You must invite a user to join your App Xchange account. Once the invitation is sent, it can be resent or revoked.
Note: A service user is a special type of user that is used almost exclusively for connectors that require restricted access to the App XChange platform. It should be rare that you need to create one yourself. Service users are unable to log in to App Xchange through the interface.
Invite a User
You can invite more than one user at a time if the users will have the same role. Once the user is invited, they’ll receive an email which will allow them to register with App Xchange and enter their own information.
It is not possible to change the email associated with an invite as this will invalidate the secure token associated with it. If you send an invite to the incorrect email, revoke this invite and send a new one.
Select Invite Users.
Enter the email address of the users. Each user entered must be assigned the same role and additional permissions. Separate each user with a comma.
When you are finished, select Send Invite.
The user will have to accept the invitation in order to be added to your account.
Revoke or Resend an Invitation for a User
If you sent the invite to the wrong email address or the person invited no longer needs to use App Xchange, you can revoke the invitation. If the person never received the invitation, you can resend it.
Select the Invites tab.
Select the email address of the invitation you want to revoke or resend. You may have to select the Show All? checkbox in order to see the email address.
Choose Revoke or Resend.
Select the X in the Edit Invite window.
App Xchange sends or revokes the invitation. Refresh the Users page to see the updated invitations.
Edit a User
Once a user has accepted their invitation and their user account is set up in App Xchange, you will be able to make changes to this user as needed. Over time, you may find that you need to lock or restrict access of some users to resources on your account.
Only users with an administrator role can change their account information.
Note: Users will need to log out and log back in before the new access level can take effect.
Lock a User
Locking a user will prevent them from having any access to the App XChange platform. This is usually reserved for old user accounts. Accounts can be unlocked.
Modify a User
You can modify user information, including updating their email address, name, and phone number. You can also change their roles and permissions.
Edit User Information and Permissions
You can change a user’s contact information and permissions, or lock the user out of their App Xchange account.
From the Users page, select the name of the user to open the Edit User page.
Update the necessary information.
Change the roles or permissions, if needed.
Select Save if you don’t need to lock or unlock the account.
To lock the user out of their account, click Lock. To unlock an account, select Unlock. Choose Yes in the confirmation window.
Click the X to close the Edit User window.