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Manage your Workspace Users

Create user accounts for all your sales reps, marketers and anyone needing access to your sales materials. View user info and give individual permissions to what content can be accessed.

Who is this for?

👤 Administrators

👁️‍🗨️ Available for all plans



In this article

Manage your users

Manage individual users

FAQ

Troubleshooting



➡️ Invite Users


Manage your users

When using the Showell App for Web, you have a range of options available to effectively oversee and manage your users. Continue reading to explore all the available functionalities.

User management options


1. Access to the Users Area

As an Admin, access to all your Users is very straightforward: Simply click 'Admin' > 'Users' from the side menu.


2. Invite and Export Users

Invite users: Inviting users to your workspace is quick and easy. Perfect for mass-inviting, not just internal, but also external users such as dealers, distributors, and other 3rd party users.

Export users: You can easily export a comprehensive spreadsheet list containing all the users in your workspace. This feature allows you to conveniently access and manage user information in a structured format.


3. Overview of available Licenses and sent Invitations

Licences: See in a glance how many licenses you have left on your workspace. If you are in need of more, simply contact Sales or your dedicated Showell CS Manager.

Invitations: Know how many invitations have been accepted, or how many are still pending.


4. Users and Invitations tabs + Search and Filter options

Users and Invitations tabs: From here, you are able to quickly swap between a list view of your Workspace users and the sent invitations

Search and Filter options: If you have a large number of users in your Workspace, you can easily find the specific users you need by using search terms or applying filters based on their role, license, creation date, multi-factor authentication, group, or country. This allows for quick and efficient user management.


5. Sorting, selecting and user overview/options

Checkboxes: Easily choose multiple users at once to add or remove them from a group. Refer to point 6 for more detailed information.

Sorting options: By clicking one of the column headers such as Name, Admin or Created, you are able to sort the user list accordingly.

User row: By clicking anywhere on the user's row, you will open its settings/properties panel.

Properties Settings : By clicking the Properties icon, you will open the user's settings/properties panel.

'3 dots': This will provide some quick actions, such as removing the user or adding/removing from a group.


6. multi-select options

You can easily perform bulk actions by selecting multiple users using the checkboxes, as shown in point 5. This allows you to add or remove them from groups in one go.

 


 

 

Manage individual users

It is possible to modify the settings of each individual user in your Workspace. However, it's important to note that users also have the ability to make changes or override all settings, with the exception of Groups, on their own personal settings page.

User Settings


1. Access to the User Properties and Security Tabs + Additional options

To access a user's Properties, Navigate in the Showell App for Web side menu to Admin > Users and click the user's row or Properties icon Settings.

When the Properties panel appears, you'll have several options straight from the top:

  • Properties-tab: From here you can adjust all the user's settings.
  • Security-tab: This will provide additional security options. See point 6 for more information.
  • '3 dots' in the top right corner: This will provide some quick actions, such as removing the user or adding/removing from a group.


2. Profile Picture

By clicking 'Change image', you can upload, edit or remove your profile picture. Changes made are auto-saved. We recommend uploading a profile picture of minimum 500x500 pixels in JPG or PNG format.


3. Basic info

Adjust the user's basic settings, such as Name, Username, Email and Role.

Make sure to click 'Save' after you've made some changes.


4. User Details

Furthermore, you have the option to enter additional information about the user, such as their job title, country, company, mobile phone number, and signature. This can be particularly useful if you'd like more options to filter your users, or if have multiple dealers working in your Workspace.

Make sure to click 'Save' after you've made some changes.


5. Groups & Licenses

Groups: you have the ability to add or remove groups for the user. Make sure to click 'Save' after you've made changes.

License: you can change or remove a user’s license.


6. Security

Multi-factor authentication: Check if the user has enabled Multi-Factor Authentication (MFA). If A user is experiencing issues with their MFA, you have the ability to deactivate it.

Password last changed: See when the password for this user was last changed.

Password reset link: Login issues? Provide the user with a reset link.

Last login: Find out when the user used Showell the last time.

Reset Login: By clicking the Reset login button, you will log the user out from all devices.

 

💡 FAQ

Can I disable a user, instead of removing the user account?

If a user is just temporarily inactive and you do not want to delete the user, you can always choose to turn the license off. This way you can prevent them from accessing Showell. Rest assured, their Analytics, My Files, and Presentations will remain intact and unaffected. Disabling the license will also open up a license spot for another user to utilize.

🔔 Troubleshooting

Why is an invited user not able to join?

Each user requires an available license to join a Workspace. If a user is unable to join, check the following:

  • Is the user already in the Workspace?
    If so, confirm whether a license has been assigned to them.
  • Has the user received and accepted the invite?
    Ask them to check their email (including spam or junk folders) for the invitation.
  • Could the email have been blocked?
    Some organizations have strict email security policies that may filter or block automated emails (such as those sent from noreply addresses) before they reach the user’s inbox. In these cases, the email may not be visible at all.

If the user has not received the email, you can share the unique invite link directly (available from the sent invite), allowing them to access the invitation without relying on email delivery.