Managing user details

Tags: Flow

Manage details associated with a user, including aliases, team membership, and view rights on the user details page. 

Who can use this?



Access each user’s details from the Users page. Search for a user, then click on their name to view their user details. 

Manage user Flow access

Some Flow users have login access to Flow while others do not. See a user’s Flow access status as an icon next to their name. Users with a green check by their name have an active Flow login. Users with a red X do not have Flow access. Users with a grey check mark used to have Flow access, but their access is currently disabled.

To disable Flow access, click Disable Flow access. This removes the user's ability to log in to Flow. 

To enable Flow access, click Enable Flow access. This is for users with a Flow login, or those who had a Flow login in the past. They should use the same credentials they used before. 

Click Invite user to sign in for users without a Flow login. This sends them an invitation to join your Flow plan.

The user’s Flow access status also influences the tabs available on their user page. Users with Flow access have all tabs available: aliases, teams, roles, view rights, access, and groups. Users without Flow access have three tabs: aliases, teams, and groups.

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Edit profile

If you are a user, navigate to Account settings to edit your name, profile, and email address.

Admins can only edit a user’s start date on the user’s page. Click Edit profile to edit the start date of the user.

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Hide user

You can hide a user from their details page. To hide a user, click Hide user. Hide more than one user at once from the Users page.

Learn more about Hidden users.

Learn about the difference between hiding users and excluding users.

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Include in metrics

Use the Include in metrics toggle to include or exclude the user in Flow metrics. Learn more about excluding users.

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Manage associated aliases

Under the Alias tab, remove or add aliases associated with the user. Learn more about aliases.

  1. Add an alias. If there are missing aliases that should be merged under the user, click Add more aliases. Then use the search bar to locate any additional aliases and add them to the user.
  2. Alias list. This list contains all aliases associated with the user. You can also see what integration the alias was pulled in from.
  3. Unmerge alias. If an alias was incorrectly added to the user, click Unmerge to remove it.

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Team membership

Under the Teams tab, manage the user's team membership and view rights. These are set per team.

  1. Search for an existing team and add the user to the team.
  2. Adjust the user's team level view rights by team.
  3. For users on a team, select the user's team membership type as viewer or contributor. Learn more about types of view rights.
  4. Remove the user from the team.

Tip: You may see Inherit under either view rights field. Inherit means the user inherits the view rights set at the role or organization level.

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User view rights

Under the View rights tab, manage an individual user’s view rights. You can set what teams the user can see and if they can view those metrics. Under the Which teams can users see by default? drop down, select the user’s ability to view teams by selecting all teams, no teams, Their own teams, or Inherit. In the Can users see individual users' metrics? drop down, select Yes or No to modify the user’s ability to view the metrics for the team.

Use the What the user sees diagram to better understand how your selections and changes affect the user’s view rights. Learn more about the types of view rights.

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Add or remove a role for the user under the Roles tab. Learn more about setting up roles.

To add or remove roles:

  1. To add a role, check the box beside the role and associated view rights you want the user to have.
  2. To remove a role, uncheck the box next to the role you want to remove for the user.
  3. Click Save changes.

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The Access tab contains all the user's permissions. These permissions influence what reports they can see, their access to Settings, and what they can manage within Flow, including APIs. These permissions are preset based on the role assigned to the user.

Note: Only admins can edit their own permissions. If you are not an admin, you need to have the Manage users permission to edit user permissions.

You can add access if the user's existing roles do not include the access you want for the user. To add access, click the check box next to the access and then click Save changes. To remove access, change the role of the user to one without access. Alternatively, create a new role with a different set of privileges and assign it to the user.

Note: To permanently grant a user additional permissions, assign those permissions to the user's role, not the user. Granting the permissions to the user directly is temporary and those permissions will not be available the next time they log in.

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The Groups tab contains auto-created groups where the user participated in group programming. You can see the group’s date of most recent activity and search for users within the groups.

Learn more about group programming.

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If you need help, please contact Pluralsight Support.