User Management

Create, update, and deactivate Pepper Flow and Pepper Folio users in the user management screen. Only system administrators have access to User Management.

• Access User Management
• Find users
• Add new users
• Edit existing users
• Deactivate users
• Activate users
• View account audit

Access User Management

If you have the appropriate permissions, you will be able to access the user management screen.

1. Log in to Pepper Flow.
2. In the navigation, click the  dot grid icon.
3. Select "App Administration."
   
4. If you're on the newest version of Pepper Flow, click "User management" in the navigation.

Find users

All registered users will appear in the table by last name, first name, email, groups, last login date, and status. Sort the table by clicking the applicable column headers. Use the filters and search at the top of the page to locate specific users.

Add new users

To grant access to a new Pepper Flow and/or Pepper Folio user:

1. Click "New user" in the upper right of the User Management screen.
2. In step 1, fill out general user information, select user status, and select an authentication provider. Click "Continue."
3. In step 2, select the appropriate group(s). Each group contains a description and a count of the active users within that group. Click on the count to open a modal containing the group’s users.
   • Alternatively, copy the groups of an existing user. Click "Copy existing user" to open a modal in which you select the user you would like to copy.
4. When you are done setting up the user, click "Complete."
   

Edit existing users

1. Locate the user you would like to edit in the table.
2. Click "Edit."
3. Update the applicable information.
4. Click "Continue" to update user groups.
5. When you’re done, click "Complete."
   

Deactivate users

To deactivate one user:

1. Locate the user you would like to deactivate in the table.
2. Click the  ellipsis icon and select "Deactivate."

To deactivate multiple users:

1. Select the checkbox next to the users' names.
2. In the dark grey toolbar, select "Deactivate users."

Activate users

To activate one user:

1. Locate the user you would like to activate in the table.
2. Click the  ellipsis icon and select "Activate."

To activate multiple users:

1. Select the checkbox next to the users' names.
2. In the dark grey toolbar, select "Activate users."

View account audit

Account audits show the full history of a user's account information and permissions.

1. Find the user for which you’d like to view the account audit in the table.
2. Click the  ellipsis icon.
3. Select "View account audit."