# Manage users

> How admins invite, edit, and remove users in the Holistics User Management Dashboard.

:::tip Knowledge Checkpoint
A grasp of these concepts will help you understand this documentation better:
- [User Roles](user-roles)
- [User Attributes](user-attributes)
:::

**User Management Dashboard** is used to manage the users in your Holistics tenant. This dashboard supports common user management operations such as adding new users, viewing and editing existing users’ roles/permissions, or terminating users.

To access the **User Management Dashboard**, navigate to your **Team Profile Dropdown** →  people    **Users** tab.

## Understand the user status
There are 4 possible status for a user in the **User Management Dashboard**:

1. **Active:** A user who has accepted the invitation to join your team.
2. **Pending:** A user who has not accepted the invitation to join your team. It is important to note that **pending users are still counted toward the total users allowed in your subscription plan.**
3. **Deleted:** A user who has been terminated from your team.
4. **Public:** A special type of user created for **Embedded Analytics** dashboard and **Shareable Links**. This user can only view them and are not able to access Holistics functionalities. They are not functional users that can be accessed by persons. **Public users do not count as paid users in your subscription plan.**

If a user’s status is **Pending** or **Deleted**, their record in the dashboard would have a label displaying the corresponding state.

The dashboard does not display a status label for **Active** users.

## Interact with the dashboard
### Invite new users to your team
To create an invitation for one or more new member(s), from **User Management Dashboard:**

1. Click *Invite User*.
2. Fill in the **Invite User** prompt with the following information of the new member(s):
    - **Email Addresses**: You are allowed to invite at most **50** new members by adding their emails into this field.
    - **Role:** If you are unsure of the differences between Holistics roles, please refer to [this document](/docs/admin/user-roles#role-permissions-matrix).
    - **Allow API access:** Whether the new member is authorized to have API access. For more information on this feature, please refer to [this document](/docs/cli).
    - **Allow export data:** Whether the new member is authorized to export data. For more information on this feature, please refer to [this document](/docs/admin/manage-users#security-complianceenterprise-feature-allowdisallow-exporting-data).
    - **Custom Message:** An optional custom welcome message with the invitation email.
3. Click *Submit*.

An invitation email with a link to join Holistics would be delivered to the new member. They would need to click on Accept the invitation to activate their account.

:::info

Please be aware that the invitation link **does not** have an expiration date.

:::

<figure>
    
    
    <figcaption style={{ textAlign: 'center', fontSize: 16, opacity: 0.6 }}> Sample invitation email</figcaption>
</figure>

### Delete/ terminate a user
To delete a user, from **User Management Dashboard**:

1. Click *Delete*.
2. Confirm your decision in the *Delete User* modal.

:::caution

It is important to note that **after terminating a member:**

 - The resources that they have created would not be deleted. They would retain ownership of those resources.

 - If the terminated members are the owners of important import/ export schedules, we recommend you to contact us at support@holistics.io to re-assign ownership because:
      - In the case that a schedule fails to run, failure alerts would only be sent to the schedule owner.
      - If a schedule involves Google Sheet import/ export, its jobs may fail due to authentication expiration.
:::

### Restore a user
If you have previously deleted a user and now wish to reinstate them on the platform, you can easily restore their account instead of sending another invitation. Please note that re-sending an invitation is unnecessary, as the user’s information is still retained in your Holistics system.

To restore a user, follow these steps in the **User Management** Settings:

1. Click *Restore* button next to the user you want to reinstate.
2. Confirm your decision in the *Restore User* modal.

### Allow API access
API Access allows a user to use Holistics APIs to programmatically work with Holistics.

To enable API Access for a user, from **User Management Dashboard**:

1. Tick *Allow API access*.
2. Click *Submit*.

### (Security compliance/enterprise feature) allow/disallow exporting data
By default, your explorers and viewers can export data as CSV or Excel when viewing the dashboard or exploring a dataset.

Holistics allows you to control this action for specific users when adding new users or editing the current users

:::info Please note that:
- In order to have this Action Permission Control, you need to upgrade to a Security Compliance Suite (SCS) or Enterprise Plan. You can switch to a SCS Plan in-app. Please contact us via [support@holistics.io](mailto:support@holistics.io) for more details on the Enterprise plans or if you are unable to upgrade to the SCS Plan.
- Only **Admin** can edit this option
- Only **Viewers** and **Explorers** are controllable. **Admins** and **Analysts** can still export data by default and this action cannot be adjusted.
:::

## Group management
### Create a new group
To create a new group, go to 
menu  Menu → groups Groups.

Click on 
add  **New Group**. Enter your new group name and click **Submit**.