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The People screen lists every user in your RelayHub instance. Admins use it to change roles, permissions, and status, to send password resets, and to delete accounts.

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Open People

Open the Admin group in the sidebar and click People. Only users with the Admin role see this item. The table shows each user with these columns: User (name and email), Role, Status, Title, and Actions. A number badge on the People item shows how many signups wait for approval. To find a user, type in the search box. The search matches the name, email, title, or department.

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Edit a user

1

Open the user

Click the user row, or click the Edit user icon in the Actions column. A full edit page opens.
2

Change the fields

In the Profile section, change the First name, Last name, Title, Department, Manager, or Status. You cannot change the email on this page.
3

Change the role or permissions

Select a role in the Role section. Turn permissions on or off in the Permissions section. See Roles & Permissions.
4

Save

Click Save Changes.

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Roles

Each user has one role:
RelayHub does not let you demote or deactivate the last active admin. Make a second user an admin first.

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Send a password reset

1

Start the reset

Click the Reset password icon in the Actions column. You can also open the user and click Send password reset in the Account actions section.
2

Confirm

Confirm the message. RelayHub sends the user an email with a link to set a new password. The link expires after 24 hours. The reset does not sign the user out.
RelayHub sends the email through the email service of your instance. If no email arrives, ask your RelayHub support contact to check the email setup.

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User status

The Status column shows one of these values: To change the status of one user, open the user and select a value in Status.

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Approve or reject a signup

When the Security screen requires admin approval, new signups get the Pending Approval status.
1

Show the pending signups

Click Pending Approval next to the search box. The button shows the number of pending signups.
2

Approve or reject

Click the Approve user icon to approve the account. Click the Reject user icon to remove it.
A rejection removes the account. You cannot undo it.

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Change many users at the same time

Select the check box at the start of each row. To select all the users on the page, use the check box in the table header. You cannot select your own account. A bar opens at the bottom of the screen with these actions:
  • Change role: set the role to User, Manager, or Admin
  • Suspend: suspend the selected accounts
  • Reactivate: make the selected accounts active again
  • Delete: delete the selected accounts. Type the number of selected users, then click Permanently delete.

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Delete a user

A deletion is permanent. It removes the user, their chats, their files, and their audit history. You cannot undo it.
1

Open the user

Click the user row.
2

Click Delete user

In the Danger zone section, click Delete user.
3

Confirm

Type the email of the user, then click Permanently delete.
You can also click the Delete user icon in the Actions column and confirm the message. You cannot delete your own account. The live documents of the deleted user are not deleted. They move to you, the administrator who deleted the user. The people who had access to them keep their access.