Introduction

Use this article when you need to add, edit, deactivate, or review user accounts in Tangelo. The User management screen is where administrators control who has access, which profile type each user holds, and how seats are counted against your license.

Summary

After following this article, you can add new users, manage individual accounts, deactivate users, and read your current license count.

Preconditions

Administrator access required
You need an administrator profile to open the User management screen. If you don't see this option, contact your administrator or key user.


Open User management

  1. Log in to Tangelo.
  2. Click the hamburger menu () in the top right corner.
  3. Select User management from the dropdown.

User management menu

The User management screen opens.

User management screen


Add users

  1. Click the add button Add button on the right side of the screen. A popup appears.
  2. Enter one email address per line. To add multiple users at once, put each email on a separate line.
  3. Add group memberships (if any) and select a profile type for each user:
    • Standard
    • Reviewer
    • Administrator
  4. Click the plus button to confirm.

Add user popup

Profile type selection

Expected result

The users are added to Tangelo and an activation email is sent to each one. Until a user activates their account through the email link, a clock icon appears behind their name in the user list.

Clock icon in user list

Two-factor authentication (2FA)
The Tangelo Support Desk activates 2FA for each new account and sends a separate 2FA activation email with instructions. This step is manual and is only performed during business hours.


Manage a single user

Click a user to open their details in the centre of the screen, including audit log information.

Single user details

From here you can:

  • Set the user's status to active or inactive.
  • Change their name or email address.
  • Add or remove group memberships.
  • See the number of available seats in the license.

Add a real name
When you create a user you can only enter an email address. Use the single-user view to add the user's real name afterwards.


Deactivate a user

Tangelo does not permanently delete user accounts for audit reasons. Deactivate them instead.

  1. Select the user's profile.
  2. Click the checkmark next to their name to deactivate the account.

Deactivate user

Affects available seats
Deactivating a user directly changes the number of available seats in your total license.


Check license count

Your license count is based on active accounts:

  • Standard and Administrator profiles count toward one license contract.
  • Reviewer profiles count toward a separate license contract.

License count overview

To determine your license count, add active profiles to available seats:

Profile typeHow it's counted
Standard and AdministratorActive Standard (11) + Active Administrator (4) + available seats (87) = 102 license seats.
ReviewerActive Reviewer profiles (2) + available seats (97) = 99 license seats.

Standard and administrator license count

License count detail

Reviewer license count