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Creating Users

Administrators can add new users from the Users section of the Admin Portal.

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Step 1: Open the Create User Dialog

  1. Navigate to Administration → Users
  2. Click the New User button in the top-right corner Create user button

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Step 2: Enter User Information

Create user form

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Required Fields

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required
Enter the user’s full name as it should appear in the system.
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string
required
The primary email address for user authentication.

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Optional Fields

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string
An alternative email for non-authentication communications.Options:
  • Leave blank to use the account email for all communications
  • Check “Use same as account email” to automatically copy the account email
  • Enter a different email for separate communication preferences
Behavior
  • Users are created with an Active status by default.
  • There is no invitation workflow — notify new users manually after creation.
  • The Account Email must be unique and cannot be changed after activation.
  • If Contact Email is left blank, it defaults to the account email.
Limitations
  • No bulk import or role assignment during creation
  • No password setup (handled via SSO or first-login reset)
  • No custom templates or attributes
Common Errors
  • Duplicate or invalid email address
  • Missing required fields

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Viewing and Searching Users

The Users list displays all active users in your instance. Inactive and deleted users are hidden by default.

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Status Indicators

User status is displayed with color-coded badges for quick identification:
Active - User can access the systemPending - User invited but not activatedInactive - Account temporarily disabledDeleted - User has been removed
Currently, the interface displays only active users. Deleted and inactive users are filtered from the view.
Use the search bar to find users by **name **or email. Results update in real time. Filtering by user status and bulk operations are not yet supported.

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Individual Actions

Click a user row to open the edit view, or use the ⋮ actions menu for quick operations such as Edit or Delete.

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Editing Users

Administrators can update user information directly from the list. All edits are logged automatically in the audit trail updatedAt, updatedBy).

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Accessing the Edit User Feature

There are two ways to edit a user:

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Method 1: Click on User Row

Click anywhere on a user’s row in the user list table to open the edit modal. User list with row actions

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Method 2: Actions Menu

  1. Click the actions menu (⋮) in the user’s row
  2. Select Edit from the dropdown User row actions menu
Editable Fields
  • Name — updates display name throughout the system
  • Account Email — must remain unique; affects login credentials
  • Contact Email — optional; defaults to account email
Non-Editable Fields User ID, Firm ID, Instance ID, Status, and Azure Entra ID. Behavior Edits take effect immediately upon Save and are recorded in the audit trail. The system does not automatically notify users — admins should communicate any critical changes manually. Limitations
  • Roles and permissions are not editable here
  • Status changes managed separately
  • No bulk edit or version history

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Deactivating and Deleting Users

Deleting a user removes their access to Entegrata while preserving their historical data for audit purposes.
Deleted users cannot log in or access the system, but their historical data and audit trails remain intact.

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Step 1: Access Delete Option

Click the actions menu (⋮) in the user’s row and select Delete. User row actions menu

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Step 2: Confirm Deletion

A confirmation dialog will appear to prevent accidental deletions. Delete user confirmation dialog Behavior
  • Status changes to Deleted, ending all sessions and invalidating tokens
  • Audit logs and historical data remain intact
  • Deletions are recorded with who performed the action and when
Recovery Deleted users cannot be restored through the UI. Contact Entegrata Support if recovery is required. Best Practices
  • Confirm deletion is appropriate and reassign any owned resources
  • Notify relevant team members and document the reason
Retention Data for deleted users remains under your firm’s retention policy until manually purged.

User Overview

Understanding user management basics in the platform

Troubleshooting

Common issues and solutions for user management