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 Team(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.
• You will be redirected to a Customer Data Hub file integration flow
• follow the simple steps on the page. Read more about file integrations here.
• 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 Save button and you're done.  
  
  

How to Perform Bulk Actions on Totango Users

Global admins can perform bulk actions on Totango Users in order to bulk change their license, add them to a team and even disable them.




This table describes the feasible bulk actions per user status:

This table describes the feasible bulk actions per Totango role:

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.

NOTE: When a user is disabled, the system will require to reassign the private resources that belong to that user. The reason it's required is to ensure no valuable tasks are lost when a user is disabled temporarily, or subsequently deleted later.