User Management

Overview

The Admin > Users page is where you manage who has access to your archive. You can add individual users, import them in bulk via CSV, assign roles, and deactivate accounts. Every active user consumes one license seat.

Adding users

Click Add User in the top-right corner. Fill in:

• Email address — must belong to one of your verified domains
• Display name — shown throughout the interface
• Role — User, Admin, or Auditor
• Send invite email — optionally sends login instructions immediately

If adding the user would exceed your current license count, a confirmation dialog shows the billing impact (new seat count and prorated charge) before proceeding.

Roles

There are three roles:

• User — can search and view archived messages they have access to, and manage their own account settings (including two-factor authentication)
• Admin — full access to all archived messages plus the entire Admin area (users, domains, integrations, security, rules, audit, etc.)
• Auditor — read-only access to all archived messages, plus the ability to mark messages as private. Auditors cannot change admin settings.

You can change a user's role at any time from their profile page.

CSV import

For onboarding many users at once, click Import CSV on the Users page. Your file should have columns:

1. email — the user's email address (required)
2. name — display name (required)
3. role — user, admin, or auditor (optional, defaults to user)

A sample CSV file is available for download on the import form. Existing email addresses are skipped, and you get a summary of what was created.

If the import would push you past your current license count, the extra seats are added and billed automatically.

Bulk actions

Select multiple users with the checkboxes, then pick an action:

• Change role — switch the selected users to a different role
• Add to group — assign the selected users to a group
• Send invite — send (or re-send) login invitation emails
• Delete — permanently remove the selected users (with confirmation)

Deactivating vs. deleting

On a user's profile page, you can deactivate them to prevent login while keeping their association with archived messages intact. This is the recommended approach when someone leaves. Deleting a user removes their account permanently — archived messages stay in the system but are no longer linked to that person.

Email aliases

Each user can have additional email aliases configured on their profile page. Aliases let the user see messages addressed to those alternative addresses in their search results, without needing a separate account.