Users \ Groups \ Teams \ Roles
Manage user accounts as an administrator or team leader.
Creating and managing team member accounts is an important function of Medallia Agent Connect administration. In this section, you can learn about roles-based access control, managing user profiles, and more.
Use the side navigation menu to find more information on a particular topic.
Manage Team page
Many user management functions can be performed on the Manage Team page (Settings > Manage Team), such as inviting users, creating custom roles, or managing user groups.
The Manage Team page is divided into three tabs: Users, Roles, and Groups.
Users tab
On the Users tab, you can invite new users, edit user profiles, and perform bulk operations such as resetting all passwords or uploading batches of new users in bulk.
For organizations with a large number of users, filters at the top of the tab allow you to limit the users displayed according to the following criteria:
- Role
- Team leader
- Status (Active, Created, etc.)
- Groups
- Last active time period
To locate a specific user, you can use the Search field to filter by name or email address.
Roles tab
On the Roles tab, you can create new custom roles with unique sets of permissions or edit the permissions granted to the default roles.
To learn more about the permissions available to assign, see Data scope and permissions.
Groups tab
You can use the Groups tab to create user groups based on function, department, region, or any criteria that fit your needs.
Groups are especially useful for reporting. Group-level data can highlight how specific teams or employee segments perform compared to others.
