User Management

The User Management module gives Owners and Managers a centralized space to manage users in your organization. From inviting employees to assigning roles and teams, this module enables seamless control of user information and relationships within your Cloudica™ account. Note: Only Owners and Managers can access this feature. Remote Users do not have access.  Accessing the User Management Module To access the User Management module, do the following:

• Click your avatar on the top-right of the dashboard. 
• From the menu, select Manage Users. 

You’ll now see: 

• A left panel with filters and functions 
• A User Data container displaying user cards

User Data Overview Each user card displays key information: 

• Snapshot Profile image captured via the Desktop App
• User’s name Full name or username of the user
• Email address Email registered in their Cloudica™ account
• Role Role within the organization: Remote User or Manager

Clicking on a user opens the User Drawer.  User Drawer: Detailed Information The User Drawer is where you can view and manage specific user details.

• User’s Name Editable field for the user’s full name
• Email User’s registered email (non-editable)
• Role Click to update the user’s role
• Expand button Opens the drawer to full view
• X button Closes the drawer
• Managers Lists the Manager(s) assigned to the user
• Managed Users Displays users under your account (visible in your own drawer)
• Teams you set up Teams you've assigned the user to
• Other Teams Teams assigned by other Managers

Check out the full User Drawer Guide for more details. Inviting New Users Owners and Managers can invite new Remote Users to the organization. To invite:

• Click the Invite button on the left panel. 
• You’ll be redirected to the Invitation Form, where you can: 

View the Invite User tutorial for step-by-step instructions. Org Chart The Organizational Chart visually maps your company’s hierarchy within Cloudica™. 

• View reporting lines and team assignments 
• Understand communication and organizational structure 

Learn how to use the Org Chart. Network Diagram The Network provides a visual representation of how:

• Users 
• Managers 
• Teams 

• are interconnected in your organization.

This helps in understanding team distribution and oversight.  Explore how the Network Diagram works. User Search  Find a specific user quickly:

• Use the Search Bar at the top of the User Management dashboard. 
• Type the user’s name. 
• Matching users will appear—click one to open their User Drawer. 

Also filters the Online Users List in real-time.  Online Users List Found at the bottom left of the dashboard.

• Green Dot User is online
• Gray Dot User is offline or logged out  

Also displays:

• Avatar 
• Monitoring Status (Monitored, Confidential, Incognito)
• Last opened app/website 

Filters and Tools Located in the left panel, filters help you manage and navigate user data.

• Sorter Tool Sorts users by last name (A–Z or Z–A)
• Team Filter View users by specific teams
• Search Box Search a team (only appears if 5+ teams exist)  
• Group Filter Group users by Role or Account Status

Learn how to use the Team Filter. Explore the Group Filter guide.

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Related articles How to Invite New Remote Users How to Use the Org Chart How to Use the Network How to Filter Users by Team How to Filter Users by Group How to Create Teams How to Use the User Drawer How to Search for a Specific User