Manage Your Users

Here’s how to manage your organization’s Bionic for Agencies users.

As an Administrator user of your organization, you can manage your Bionic for Agencies users, also known as Planner users, within your Bionic account.

In this help article, we’ll cover how to:

1. View All Active and Inactive Users
2. Understand Users in Your Organization
3. Sort and Filter Your Users
4. Search for a User
5. Add a User
6. Re-send Invitation to Pending User
7. Deactivate a User
8. Reactivate a User

View All Active and Inactive Users

Here is how to get to the Users tab to view/manage your users:

1. Click on Your Company Name in the Upper Right Corner.
2. Click on Administration.
3. Click on the Users Tab to view your organization’s users.

Understand Users in Your Organization

All active and inactive users for your organization will be listed in a table view in the Administration section of your account under the Users tab.

The table includes the following details for each user:

• Name - First and Last Name of user
• Status Indicator - Icon that will indicate the status of this user: Active, Inactive, or Pending (see below)
• User’s Bionic ID - Unique Bionic ID for the user
• Job Title
• Email
• Phone Number
• Last Login - Date & timestamp of when the user logged in
• Created - Date & timestamp of when the user was created
• Created By - Name of the user who added this user
• Updated - Date & timestamp of when the user record was last updated
• Updated By - Name of the user who last updated the user record

The table indicates if a user is Active, Inactive or Pending using the Icons in the Name column:

Colored Logo indicates Active User:

Grayed Logo indicates Inactive User:

 

Hourglass indicates Pending User (user has not yet activated the account set up for them):

 

Sort and Filter Your Users

You can sort and/or filter the Table View in the Users Tab. Here’s How:

1. Sort Your Users
2. Filter Your Users

Sort Your Users

Here’s how to sort users:

1. Click on the Header name of the column you wish to sort by.

Filter Your Users

You may find it helpful to filter your list by status, especially if you have a long list of users.

Here’s how to filter users:

1. Click on All Status.
2. Use the checkboxes to narrow down the users by:
   1. Active (Current User)
   2. Inactive (Deactivated User)
   3. Pending (Invitation Sent, Pending Activation)
3. Click Apply.

Search for a User

In addition to sorting and filtering, you can also search for a specific user using the search bar provided. The list of users will be narrowed by keywords entered.

1. Type in the Search Bar the First and/or Last Name of a user.

Add a User

Administrators can add new users to their organization. Here is how to add a new Planner user:

1. Take note of your Current License Count.
2. Click on Add User.
3. If Applicable, Confirm to Agree to Increase License Count by Clicking Yes, Add User.
4. Enter the email address of the new User.
5. Click Add User.
6. Enter contact information.
7. Click Add User.

Re-send Invitation to Pending User

You can re-send an invitation to a pending user in case they have deleted or misplaced the email containing the activation link for their account. Here’s how to re-send an invitation to a pending user:

1. Select the checkbox next to the Pending User’s name.
2. Click Re-send Invitation.

Deactivate a User

Pending and Active users can be deactivated. Here is how to deactivate a User:

1. Select the checkbox next to the User’s name.
2. Click Deactivate.

Reactivate a User

Administrators can reactivate deactivated users. Here is how to reactivate a user:

1. Select the checkbox next to the User’s name.
2. Click on Reactivate.
3. If Applicable, Confirm to Agree to Increase License Count by Clicking Yes, Reactivate User.