User administration
The Users view provides tools for administrators and user managers to manage users in Fusion Online. You can access this page from the Admin section in the navigation menu. The view is only visible to users with System Administrator, User Administrator, or User Manager permissions.
Overview
The Users view lists all users in the system and allows you to invite, create, edit, and delete user accounts. Depending on your permissions and the system's authentication settings, the actions available may vary:
System Administrators: Can view, create, edit, and delete any user.
User Administrators: Can manage users but cannot modify users with permissions beyond their own.
User Managers: Can only view and manage users assigned to them.
Creating and inviting users
At the top of the page, next to the title, you will see a link to create or invite new users:
If your system uses Fusion Identity for authentication, click + invite users to send email invitations.
If your system uses Username/Password authentication, click + create new user, which opens a menu where you can either invite users by email or manually create a user record.
Inviting users
If you choose to invite users, the Invite Users sidebar will open. Here, you can enter one or more email addresses, allowing you to invite users in bulk. You can configure common settings for all invited users, including their license type and default settings. The rest of the form mirrors the User Details form, where you can specify user groups, roles, and default visibility settings.
Creating a new user
If you choose to create a new user manually, the User Details form will open. This form is similar to the User Details form for an existing user, but it includes an additional Set Password section. Here, you must specify the initial password for the user. You can either generate a random password or enter a custom password. You can also select the "Change password at next logon" option to require the user to change their password on their first login.
Remaining licenses
The remaining number of user licenses is displayed in the top right of the view.
Searching, sorting, and filtering
Use the text search box to find users by partial name or email address.
Use the Sort by dropdown to change the sort order, or click any column header to sort the view.
Available filters include:
Account Status: Active, Deactivated, Pending, and Locked Out
Department: Filter by department
Desktop Apps: No License, Fusion Desktop, Fusion Pipeline
License: Team Member or Team Lead
Organization: Filter by default organization
Role: Filter by role
User Group: Filter by user groups
User Manager: Filter by assigned user managers
Customizing columns
Click the column selector to customize the columns displayed in the view. You can choose from available fields to show the information most relevant to your user management needs.
Actions
Click on a user's name to open the User Details sidebar, where you can edit user information and settings. The action menu in the Full Name column provides additional actions, depending on your permissions:
Login as: Log in as the selected user.
Reset password: Change the user’s password (only available for Username/Password authentication). Opens the Reset Password dialog, where you can choose an autogenerated or custom password. You can also select Change password at next logon to force the user to reset their password on their next login.
Change email: A new invitation will be sent to the updated address (only available with Fusion Identity authentication). The user must accept the invitation before they can log in.
Delete user: Permanently delete the user. This action cannot be undone.
Resend Invitation: Resend the invitation email for users in the Pending state.
Account statuses
Each user account in Fusion Online can be in one of the following statuses:
Active: The user account is active, allowing the user to log in and access the system. An active user uses either a Team Lead or Team Member license, which counts towards the license limit.
Deactivated: The user account is deactivated, preventing the user from logging in. Deactivated users do not use a license, making this a preferred option when access is no longer needed but the user record should be retained.
Pending: The user account is in the pending state when the user has been invited but has not yet accepted the invitation. Pending users count towards the license limit.
Locked Out: The user account is locked out after too many failed login attempts. A locked-out user cannot log in and must be manually set back to Active by an administrator from the User Details view. This status is not applicable if your system uses Fusion Identity for authentication.
Deactivated and Pending users are displayed with distinct styles in the Full Name column for easy identification.
Bulk actions
You can use the checkboxes to the left of each row to select multiple users and perform bulk actions:
Delete: Permanently delete the selected users.
Bulk Update: Opens the Bulk Update sidebar, where you can specify which fields to update for the selected users.
See also
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