The Users tab in the Admin Portal is where you can access and administer all of your users in your Lochbox organization. Inside the User tab, you can invite new users to your organization, see a list of new users - specifically those users that are 'guests' in your organization, see the complete list of users in your organization and filter that list based on criteria that you can set. As an administrator, you also have the ability from the Users tab to set and change the user type of each user in your organization. In Premium organizations, these user types are used with the permissions you set (reference *article* for more information about user types and permissions). These user types are extremely important to set correctly and in a manner that will keep your organization as secure and closed down as possible.

User List

As mentioned before, the users list contains all of the users in your organization. From this view, you can filter your user list, remove user(s) from your organization, and set and change the user type for any user.

Filter your Users list

The Users list can be filtered to your preference. It can be used to present users information in your organization such as their username, a verified phone number and email address for the user, and the last time the user was logged in to their Lochbox account among other predefined filters. To add, alter, or remove filters, click on the filter icon located to the right of the users list:

To change the filters on your users list, simply check the desired box(es) and click ‘Apply’:

Refresh your browser window if the filters don’t immediately apply.

Remove a User from your Organization

The most important aspect of the Admin Portal is to administer and control your organization. One of the ways to do so is to be able to add new users and also to remove users from your organization when necessary. When an employee or client moves on from your organization’s services, you are able to remove them from your organization. Upon removal from your organization, the user will no longer have access to any data from your organization. They will no longer have access to any conversations, call history, or meeting and meeting conversations they had or were included in while in your organization.

To remove a user(s) from your organization, simply check the box next to the user(s) and then select the red “Remove from Organization” button on the top left hand corner:

Please note that when removing a user from your organization, it does not delete their Lochbox account. The user will still have a Lochbox account and access to other organizations (if they have others) and their personal organization.

Set/Change a user's User Type

Setting a user’s User Type is essential in administering your organization. Certain user types have certain privileges and permissions based on how the administrator sets the organizations permissions (see *** article). It is the administrator’s responsibility to not just create those permissions but also to set the user type for each user to effectively protect your organization and its data.

To set or change a user’s User Type, first select a user by clicking on the user’s name:

Click on and select a user type:

Once a new user type is selected, the blue ‘submit’ button will appear. Click the ‘submit’ button and the user type will be saved: