---
title: "User Management"
slug: "user-management"
updated: 2022-01-02T11:57:49Z
published: 2022-01-02T11:57:49Z
canonical: "success.panaya.com/user-management"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://success.panaya.com/llms.txt
> Use this file to discover all available pages before exploring further.

# User Management

The User Management Console allows you to create new users and connect or disconnect them from projects. This is also where you can [set them as Active / Inactive](/v1/docs/how-to-set-users-as-active-inactive). When connecting a user to a project, you can define one or more Roles for each user. Roles are managed in the [Roles & Permissions Console](/v1/docs/how-to-define-roles-permissions).

Each Role (per System) is assigned with various Permissions for certain actions within the Panaya application. [To learn how to change your own user details, click here](/v1/docs/how-to-edit-my-profile)You need to be assigned with the [**Users Create and Edit permission**](/v1/docs/how-to-define-roles-permissions) to view the **User Management Console**  
![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1640086983717.png)

---

## **Change User Details**

1. Click on the **Settings button![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1640086999054.png)**to open up the Settings panel
2. Select **Users**
3. Select the **By Users** view to display all users in a list  
or  
Select **By Projects** to view all projects  
![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1640087016347.png)
4. **Highlight the user** in the list  
To locate users - use the search box to search by name or email  
![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1640087024621.png)  
You can also use **filters** to narrow the displayed list  
![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1640087034953.png)

---

## **Name & Email Notifications**

On the right-hand side of the screen, select the **Details tab** This is where you can **change the First and Last Name** for the user and/or [set the user as Active / Inactive](/v1/docs/how-to-set-users-as-active-inactive)

**Email notifications** can be turned on or off -

- Notify on **product updates** -  Allows the user to receive important updates on Panaya releases and planned maintenance windows
- Notify on **activity assignments** - Allows users to receive email notifications on task assignments

![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1640087048011.png)

After making any changes, click on **Save Changes** ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1640087057236.png)

---

## **Reset User Password**

1. On the right-hand side of the screen, select the **Details tab**
2. Click **Reset Password** and the selected user will receive an email notification with the option to reset the password  
![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1640087167645.png)

---

## **Connect to Project**

The **Connected Projects tab** displays the list of projects that the selected user is currently connected to.

1. To see additional projects, select the **Additional Projects tab (1)** and **select the project from the list (2)**
2. Click on ****Connect Selected (3)****
3. ******Save Changes (4) ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1640087070993.png)******

---

## **Assign Roles**

1. To **assign Roles to a user** (per project), select the project and remove or add Roles as shown below.  
[To learn how to define Roles & Permissions, click here](/v1/docs/how-to-define-roles-permissions).  
Users which are not assigned any role can still access the project in Read-Only mode.  
![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/ezgif.com-video-to-gif%20_1_.gif)
2. **Save Changes**  
![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1640087094030.png)

---

## **Disconnect a User from a Project**

[Learn more about disconnecting users from Projects](/v1/docs/how-to-disconnect-a-user-from-a-project)