Gen3 Users

Users

Start Here

1. Confirm you are a tenant owner or tenant manager—both roles see Users in the tenant sidebar.
2. Open Users from the tenant sidebar.
3. Search for the account to create, edit, or disable.
4. Apply role changes through the edit panel and save.

Why this matters

Tenant user administration stays in the tenant app so owners/managers can onboard teams without Control Panel credentials.

Details

Users is the active Gen 3 tenant-account administration page. Tenant owners and tenant managers both see it in the sidebar and can manage tenant-app users (with different authority limits). It does not appear for tenant users.

What the page supports

The current tenant Users page supports:

• browsing tenant accounts
• filtering by role and status
• searching by name, email, or tenant
• creating a new tenant account
• editing role, status, and onboarding details
• resetting MFA enrollment
• sending password-reset links
• resending welcome email
• Bulk Upload via CSV template import
• bulk status and MFA updates for selected users, including Select all matching across filtered results
• Bulk Chat Upload Access to allow or block conversation-scoped uploads for read-only accounts in one action

Roles you can manage

The tenant app currently recognizes three tenant roles:

• Tenant Owner
• Tenant Manager
• Tenant User

Tenant owners can manage the full tenant-role set. Tenant managers are intentionally limited to delegated user-management work and should expect tighter permissions when editing other accounts.

Visibility and authority

• Tenant Users do not see this route in the current GT3 tenant navigation.
• Tenant Managers can work with standard tenant-user lifecycle tasks, but cannot create or assign elevated tenant roles.
• Tenant Owners can manage the full elevated-role set and can correct owner-level governance posture when needed.

Main page workflow

1. Open Users.
2. Choose the account domain and role filters that match the user you need.
3. Use search when you know the user name or email.
4. Open the row actions or the add/edit shelf.
5. Apply the required role, status, MFA, or onboarding change.

Common tasks

Add a user

1. Select Add User.
2. Enter the email and optional name fields.
3. Choose the correct tenant role.
4. Confirm status and onboarding settings.
5. Save the new user.

Tenant managers should expect the role picker to be restricted to Tenant User. Tenant owners can assign the elevated tenant roles as well.

Reset MFA enrollment

Use the user row action or a bulk action to reset MFA when a user has lost access to their authenticator and needs to enroll again at the next sign-in.

Send a password reset

Use the row action when a user needs a fresh reset email. If reset email delivery fails, ask a Control Panel operator to review the deployment SMTP posture in Email Settings.

Resend a welcome email

Use the row action when a new user did not receive onboarding email or when you intentionally want to restart that onboarding communication.

Bulk upload users

1. Select Bulk Upload.
2. Download the tenant_user_import_template.csv template.
3. Fill one row per tenant user (email, name, role, status, and optional flags per template headers).
4. Upload the file and review the import summary.

Tenant managers should expect the template role column to accept tenant_user only; tenant owners can import elevated roles.

Bulk Chat Upload Access

Read-only accounts are blocked from catalog mutations by default. Owners can still allow chat dataset uploads for specific read-only users who need to attach conversation-scoped files in GT Chat. Use Bulk Chat Upload Access after filtering the directory to allow or block uploads for many accounts at once, or toggle per user from the edit shelf.

Select all matching

Row checkboxes select users on the current page. After you filter or search, choose Select all matching (N) to include every account in the filtered set before bulk disable, MFA reset, or chat-upload changes.

Promote or demote a role

Use the edit shelf when a user needs a different tenant-account role. Promotions into Tenant Manager or Tenant Owner are owner-only actions, so escalate those requests when you are operating as a tenant manager.

Relationship to other admin pages

• Tenant Manager Guide explains the delegated tasks a manager can perform from this page
• Tenant Owner Guide explains the elevated-account and role-assignment tasks that remain owner-only
• Account Settings controls tenant policy, not user roster management
• Groups controls collaboration membership and shared resources, not tenant account lifecycle
• Observability uses these user identities for role-aware scope and analytics filters

Best practices

• Assign the least-privileged role that still allows the user to do their job.
• Treat elevated-role assignment as a governance decision, not just an onboarding shortcut.
• Reset MFA only when a user truly needs re-enrollment.
• Use bulk actions carefully so you do not unintentionally affect the wrong account set after filtering.
• Confirm welcome email and password-reset delivery paths before assuming the user-management action failed.

Related pages

• Groups
• Observability
• Account Settings
• Tenant Administration