# Team Management

Admins can manage users and user groups by navigating to the `Team` page link link in the left navigation bar.

![](https://2418141914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCAAXaadP8o1ERJ4Z4C%2Fuploads%2F0kiuEhjSyaakUPhjC2XH%2FadminTeamPage.png?alt=media\&token=8722a925-e0d1-461b-9173-7910290110ec)

## Managing Users

### Adding Team Members

To add a team member click on the `ADD TEAM MEMBER` button on the top right. Team member can also be added by cloning an existing user (discussed further below).

Steps add a team member:

1. Set a username
2. Enter the user's full name
3. Provide a valid email address for the user
4. Set initial password for the user
5. Set the user as an `Admin User` or `Enable/Disable` the account.

### Clone user settings

To clone a team member:

1. Click on the `Actions` button of the account listed in the `Team` page
2. Select `Clone user settings`.

### Inherit user settings

Admins have the option to copy the groups, channel subscriptions, and colors from one profile to another.

To inherit a team member's profile settings:

1. Click on the `Actions` button of the account listed in the `Team` page
2. Select `Inherit user settings`.

### Filtering Team Members

Quickly filter users or search for specific users.

### Searching

To search for a user, just type their name or username in the search bar at the top.

### Filtering Options

You can filter based on a few options:

1. Admins - Show all Polarity admins
2. Remote Users - Shows user accounts that are authenticated using LDAP or Active Directory
3. Enabled Users - Show all enabled Polarity users

### Disabling Users

Users can be disabled by clicking on the Actions link for a particular user. This opens a modal where you can uncheck the `Enabled` checkbox.

{% hint style="warning" %}
Once a user has been disabled, all of their active Polarity sessions will be automatically terminated.
{% endhint %}

![](https://2418141914-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MCAAXaadP8o1ERJ4Z4C%2F-MCxkbAtYDI2HZkEXR9h%2F-MCxks-lkh8XuVpwDJqP%2FadminDisabledUser.png?alt=media\&token=982df0f4-9113-4fb5-88f3-9dbc539ce35a)

A Polarity group is a collection of users that is set by a Polarity Admin. A Polarity group is typically comprised of users that have a specific role.

Polarity users can set permissions on channels and integrations to restrict access to specific groups and users.

{% hint style="info" %}
Disabled users do not count against your license count.
{% endhint %}

## Managing Groups

Polarity admins can set access controls over channels and integrations by creating a user group then add users to those groups.&#x20;

The groups can then be assigned to a channel or integration. Individual users can also be granted access to channels or integrations.

{% hint style="info" %}
See [Channel and Integration Permissions](https://docs.polarity.io/enterprise-guide/using-polarity/channels-and-integrations-permissions) for more information on setting permissions on Channels and Integrations.
{% endhint %}

### Creating Groups as an Admin

To create a group as an Admin:

1. Navigate to the `Team` page link in the left hand navigation bar
2. Click on the `Groups` tab&#x20;
3. Select the `Create Group` button which will bring up the `Create Group` modal.
4. Add the name of the group that you want to create along with a description of what that group's role is.

### Editing Groups as an Admin

To edit/delete a group:

1. From the `Team` page, Click on the `SETTINGS` button for that group.
2. There you will be presented with the groups settings where you can edit the name/description of the group as well as delete and add users.
3. To edit the name/description, click on the `Edit` icon. To delete the group, click on the `Delete Group` button.

### Adding Users to Groups as an Admin

To add users to a group as an Admin:

1. From the `Team` page Click on the `SETTINGS` button for that group on the group page.
2. Once on the group options page, click on the `Add Users to Group` button. This will bring up a modal where you can search for users.&#x20;
3. Click on the users you want to add to the group and they will automatically populate in the top of the modal.

Once done adding users, click the `ADD` button on the bottom and the users will now belong to that group.

### Removing Users from groups as an Admin

To remove users from a group as an Admin

1. Click on the `SETTINGS` button for that group on the group page.
2. Click the checkbox next to the user(s) you want to remove and select `Remove User`.

## View License Information

Admins can view the Polarity license status by clicking on the `View license info` dropdown link located at the top of the`Team` page.

Clicking on `View License Info` will allow you to view when your license expires, when it was issued and the number of licensed users using Polarity.

{% hint style="info" %}
Disabled users will NOT count against your total license count.
{% endhint %}
