What is the User Management Interface?

Note: Only users created by you will be visible on the screen when you navigate to this page.

The user management screen features four columns:

  • User Email
  • Company Information, displaying the default company first and listing all available companies for the user, including Org ID, Region.
  • Assigned to: email address of who has created this user
  • User Registration status OR welcome email sent status

The "User Registration" column indicates whether a user has completed account setup by showing their registration date. It also tracks instances of welcome emails sent, providing visibility into client engagement with the strategy portal for improved onboarding and access management.