Manage users

This is for:

Developer

In this article

Getting started
Adding users
Editing users
Removing users
Viewing a history of changes
Downloading a list of users

In this article, we’ll show you how to add new users, edit user info and permissions, and remove users.

This section is equally relevant for Coveo Experience Hub.

Getting started

Only Owners of a property can add new users and change the details and permissions of existing users.

Select Settings from the side menu and then Users in the upper-right hand corner.
- For Experience Hub:
  1. Select Settings from the side menu.
  2. Switch to the Property tab.
  3. In the User permissions section, click View in Experimentation Hub.

To help you locate a user, you can filter the list by organization and by property:

Alternatively, if you know the first name, last name, or email address of the user, you can search for it by entering a value in the search field. Of course, you can also combine the search and filter for more targeted searching:

Leading practice

In the column 2FA, you can see whether the user has enabled the additional account security setting in their My profile page: 2FA

For details of how to enable two-factor authentication, see Managing Your Profile.

Adding users

Step 1

Select Add user and in the Info tab enter values in the Email, First name, and Last name fields

Select a value from the Job function combo box

These are all mandatory fields.

Step 2

Switch to the Permissions tab and select the property or properties you would like to permission the user for

Select the role you would like to assign to each of the selected properties. Refer to this table if you are unsure about what each role can do in the platform.

Step 3

To assign the additional role Reporting to the user, select the Reporting toggle

Step 4

Select Create

In the following example, the user has been assigned the role Viewer for the property qubit.com and has not been assigned reporting permissions:

When you create a new user, an email will be sent to the email address you entered in Step 1 above. To complete the process, the new user will need to follow the Change password link in the email to set their password.

When you create a new user, an email will be sent to the email address you entered in Step 1 above. To complete the process, the new user will need to follow the Change password link in the email to set their password.

If the user doesn’t use this link within 5 days, it will expire. Once expired, the user will need to use the Can’t remember your password link on the platform login page to set a password.

If the user doesn’t use the link within 1 calendar month and we haven’t detected any activity for that user in the last 30 days, you’ll need to add them again as a new user.

You cannot change a user’s password or send a password reset email from within the Users page. See Changing Your Password for details of how a user can change their password.

Editing users

Step 1

Select the user you wish to edit from the list. You can use the filter and/or search tools to help you locate the correct user

Step 2

Select Edit and make any necessary changes in the Info and Permissions tabs. When done, select Save

Removing users

When a user no longer has any permissions for any properties, their account is disabled and they are removed from the list of users. It’s not possible to un-do this action.

Step 1

Select the correct user from the list and then select Edit

Step 2

Switch to the Permissions tab and de-select any properties the user has been permissioned for

Select Save

Viewing a history of changes

For those properties that you have permissions for, you can review all of the user management changes in the Activity log.

You can toggle the display of the log by selecting activity log

The following icons are used in the log to denote the type of change:

- User added to a property

user changed - User details or user permissions changed

user removed - User removed from a property

Downloading a list of users

You can download a .CSV file containing the details of the users in those properties you have permissions for.

Step 1

Use the filter to get the list of users you wish to include in the downloaded file

As an example, if you’re interested in the users in a single property, select it from the list of available filters:

Alternatively, if you’re interested in the users in all of the properties for an organization, select the organization from the list of available filters:

Step 2

Select download save the file to the desired location