Overview

System Users in Totango are users of your Totango instance. Because each organization is different, user management can be very simple or very complex. This article is intended as an overview of how to manage your system users. More detailed documentation is linked through this article to provide additional information as needed.

This article contains the following sections:

• How to add a System User
• How to add multiple System Users at once
• How to disable and delete System Users

How to add a System User

Global Admins can invite a new user by following these steps:

• Navigate to Global Settings
• Select Totango Users
• Click the  button in the top-right corner of the screen
• Enter the users email, first name, and last name
• Decide whether or not the new user should be a Global Admin
• Select whether the user you're adding should have a Spark or Zoe license"
• Select which SuccessTeam(s) the user is a part of
• Click "Invite User"

How to add multiple users at once

Global admins can upload multiple users at once by following the steps below. We also have more detailed documentation on this feature located here.

• Navigate to Global Settings.
• Select Totango Users.
• Hover over the green  button, click the  button that appears.
• If necessary, use the  button to download a template. Note: we recommend everyone do this.
• Select Browse and choose the file you wish to upload.
• Select whether you'd like to send new users an invitation email.
• Select whether you'd like to send existing users notifications about being added to a team.
• Click the Add Users button and you're done.  

How to Disable and Delete System Users

Global Admins can disable or delete users by following these steps:

• Navigate to Global Settings.
• Select Totango Users.
• Hover over the user you'd like to disable, click the  button that appears on the right-hand side.
• Choose Disable User or Delete User, and re-assign the system user resources and assignments. Read more about reassigning system user resources and roles.
• Confirm this action.