How to manage users

Manage user accounts in Platform Admin.

Restriction: This feature or information is available to Medallia employees only and it is not to be shared outside the company.

In Platform Admin, you can invite new users to any Mindful Callback organization or manage any existing user accounts. There are two ways to access user account information in Platform Admin:

  • Organizations page — Manage all users within a specific organization.

  • User Management page — Manage any users.

Manage a specific organization's users

Once you have located the relevant organization on the Organizations page, click the User Management icon to open the User Management page filtered to a specific organization:

image of the organizations page with user management icons highlighted

On the User Management page, you can review the information for each user in the organization. From here, you can perform the following actions:

  • Enable or disable a user account

  • Enable or disable the multi-factor authentication (MFA) requirement for a user

  • Edit a user's email address, display name, or application roles

  • Resend an invitation

  • Delete a user

image of the user management page

Manage all organizations' users

The User Management page contains a mixture of read-only and editable information.

image of the user management page

On this page, you can view users' email addresses, display names, and organizations. You can quickly enable/disable an account or enable/disable the MFA requirement for an account with toggle switches in each row.

For more options, click an organization name in the Organizations column. This opens the User Management page filtered to a specific organization and provides all of the options described in the previous section of this guide.