Depending on a user’s roles and permissions, they can manage the roles assigned to Esper users within their agency or department. To manage users and roles:
- Click your Initials in the upper right corner
- Click User Management
- Department Name - Shows the name of the department.
- + Add A User - Allows you to create a new user.
- + Add a Filter - Add a filter to narrow the results and narrow the list of users.
- Name - Shows the first and last name of the user.
- Status - Shows whether a user is active or deactivated.
- Email - Shows the email address of the user.
- Type - Shows the level of access for each user.
- Full: Super User, can access workspace and the library
- Read Only: Can only view policy collections, if applicable
- Identity Provider - Will show if the user was created by Esper or if brought in by an Active Directory.
- Roles - Lists the roles each user has within the department.
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- If a user has multiple roles, hover your mouse over the roles to view all
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Create User
There are a variety of reasons a new user may need access to Esper. To create a new user:
- Click your Initials in the upper right corner
- Click User Management
- Click the Create User button
- Enter the user’s state email address in the Email field
- Enter the user’s first name, or name they wish to go by, in the First Name field
- Enter the user’s last name in the Last Name field
- Select a role from the dropdown menu
- Click the Add button
- Repeat the previous two steps as necessary until all applicable roles have been added to the user
- Click the Submit button
Update User Roles
As agencies grow and change, so do the roles and responsibilities of the people in the agency. To update a user’s role(s) in Esper:
- Click your Initials in the upper right corner
- Click User Management
- Click on the name of the user you wish to update
- Click the Add a Role button
- Select the role(s) from the menu
- Click the Add button
Deactivate a User
If a user no longer needs access to Esper, you can deactivate their account. To deactivate a user:
- Click your Initials in the upper right corner
- Click User Management
- Hover at the end of user’s row and click the three dot menu
- Click Deactivate
- Click the Deactivate button
Reactivate a User
If a previously deactivated user needs restored access to Esper:
- Click your Initials in the upper right corner
- Click User Management
- Hover at the end of an inactive user’s row and click the three dot menu icon
- Click the Reactivate button
- Click the Confirm button