Flex Admin

The Flex Admin app provides basic admin functions to users, allowing users and administrators to manage users within the account, workspaces, and groups within these spaces.

In order to be able to access the Admin app, your View User Management must be checked in Role permissions in Flex Enterprise. Learn more about roles and permissions here.

Upon login, you will see a list of users in the Access tab . You can use the table header to search for and sort your users by:

  • ID
  • Username
  • Email
  • First Name
  • Last Name
  • Enabled
  • Deleted
  • Locked
  • Role
  • Last login time

Managing Users

Clicking a user will open an information panel on the left. In the information panel, you can view and edit settings for the selected user.

You can see the following tabs:

  • Details: view the details for the selected user
  • Metadata: view any associated metadata for the user
  • Memberships: view the groups and workspaces that the user belongs to
  • User History: view user history
  • User Activity: view user activity

To create a new user:

  1. Click the add user icon in the top right corner of the user list.
  2. This will open a Create User pop up.
  3. Fill in the user details in the form:
  • Login: this is the username your user will use to log in to the system
  • Account: this is the account that the user is created under
  • Roles: select a role that exists within the account selected above from the drop down menu
  • First Name: the first name of the user
  • Last Name: the last name of the user
  • Email: the email linked to the user that the user will receive system notifications at
  1. Click Save to create your user.

To enable/disable a user:

  1. Hover over the user you want to enable or disable.
  2. Click the icon that appears on hover to enable or disable the user.

To delete a user:

  1. Hover over the user you want to delete.
  2. Click the delete icon that appears on hover to delete the user.

Managing Groups

Basic group management can also be carried out in the Admin app in the Group tab. Similar to the Users tab, you will see a list of groups. Depending on your access permissions, you can view and edit group details, and add new group members here. You can use the table header to search for and sort your groups.

You can click on a group to view and edit its details in the panel on the left. You can also switch to the Group Members panel to view the members of the group. You can add members by clicking on the top right of the list.

Remove a member by hovering over the selected member and clicking .

Managing Workspaces

Basic workspace management can also be carried out in the Admin app in the Workspaces tab. Similar to the Users and Groups tabs, you will see a list of workspaces. You can use the table header to search for and sort your groups.

You can click on a workspace to view and edit its details in the panel on the left. You can also switch to the Workspace Members panel to view the members of the workspace. You can add members by clicking on the top right of the list.