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

# Users

> Learn how to create and manage channel partner users

The **Users** page, accessible from the left-hand sidebar, displays all users in your Launchpad workspace. It allows you to create new internal users directly, invite existing users from external organizations, and provides detailed controls for managing existing users regardless of origin.

<Frame caption="The Users page lists all users with name, email, position, sign-in methods, type, role, status, and MFA status">
  <img src="https://mintcdn.com/kodelabs/QV43LEddE2aJcRYU/images/launchpad/launchpad-users-table.png?fit=max&auto=format&n=QV43LEddE2aJcRYU&q=85&s=5c8c162ab734a9282133e329fe3f1815" alt="Users table showing columns for name, email, position, sign-in methods, type, role, status, created date, and MFA status with search, filters, and Add User controls" width="1024" height="618" data-path="images/launchpad/launchpad-users-table.png" />
</Frame>

You can filter the user list by status, MFA status, type, role, and sign-in method using the `Filters` panel. You can also bulk import users from a spreadsheet using the `Bulk import from .xlsx` option in the dropdown next to `+Add User`.

<Frame caption="The Filters panel lets you narrow the user list by status, MFA, type, role, and sign-in method">
  <img src="https://mintcdn.com/kodelabs/QV43LEddE2aJcRYU/images/launchpad/launchpad-users-filters.png?fit=max&auto=format&n=QV43LEddE2aJcRYU&q=85&s=b7cc6011fc19c100a68596a0e28a67cb" alt="Filters panel with dropdowns for status, MFA status, type, role, and sign-in method, alongside the bulk import option" width="498" height="560" data-path="images/launchpad/launchpad-users-filters.png" />
</Frame>

## User Types

In Launchpad, users are categorized as either **Internal Users** or **Guest Users**. These profiles define a user's type and determine what can be managed for a given user.

* Internal users represent entities whose account and user profile both reside within the same organization. Internal users authenticate directly using the credentials and sign-in methods issued by your organization.

* Guest users represent entities whose user profile resides in your organization while their account resides in a different (external) organization. They continue to authenticate using the credentials and sign-in methods issued by their parent organization.

```mermaid actions={false} theme={"theme":{"light":"github-light","dark":"github-dark"}}
---
config:
  layout: TB
  theme: neutral
---
flowchart LR
    %% Your Organization
    subgraph OrgA["Organization A"]
        IU_Profile["Internal User Profile"]
        EU_Profile["External User Profile"]
        IU_Account["Account"]
    end

    %% External Organization
    subgraph OrgB["Organization B"]
        EU_Account["Account"]
    end

    %% Connections
    IU_Account -. connected ..- IU_Profile
    IU_Profile -. connected .- IU_Account

    EU_Account -. connected ....- EU_Profile
    EU_Profile -. connected .- EU_Account

    %% Labels / Classes
    classDef internal stroke:#FF6D00,fill:none;
    classDef external stroke:#00C853,fill:none;

    class IU_Account,IU_Profile internal;
    class EU_Account,EU_Profile external;
```

## Create Users

You can create or invite users from the **Users** page using the `+Add User` button. The dropdown offers two options: `Add User` for internal users and `Invite User` for guest users.

<Frame>
  <img src="https://mintcdn.com/kodelabs/QV43LEddE2aJcRYU/images/launchpad/launchpad-users-add-menu.png?fit=max&auto=format&n=QV43LEddE2aJcRYU&q=85&s=b08a2480cd1cf2215c577dfe70350ed4" alt="Add User dropdown showing Add User and Invite User options with descriptions" width="388" height="158" data-path="images/launchpad/launchpad-users-add-menu.png" />
</Frame>

<Tabs>
  <Tab title="Add User" icon="user-plus">
    Create a new internal user in this channel partner organization.

    <Steps>
      <Step title="Open the Users page">
        Once inside Launchpad, navigate to the **Users** page located on the left-hand sidebar.
      </Step>

      <Step title="Click +Add User">
        Once inside **Users** click the `+Add User` button and select `Add User`.
      </Step>

      <Step title="Configure user details">
        Configure the required details for the new user. The form includes general information fields and active sign-in method selection.

        <Frame caption="The Add User form collects personal details, account status, access level, and sign-in methods">
          <img src="https://mintcdn.com/kodelabs/QV43LEddE2aJcRYU/images/launchpad/launchpad-users-add-form.png?fit=max&auto=format&n=QV43LEddE2aJcRYU&q=85&s=07fca56713765222f4ca9bf77a162481" alt="Add User form with fields for first name, last name, position, role, email, country code, phone number, account status toggle, access level, and active sign-in methods" width="1024" height="723" data-path="images/launchpad/launchpad-users-add-form.png" />
        </Frame>

        <Expandable defaultOpen={true} title="Example Configuration">
          | Field                                                                                                               | Example Configuration              |
          | ------------------------------------------------------------------------------------------------------------------- | ---------------------------------- |
          | First Name                                                                                                          | `Jane`                             |
          | Last Name                                                                                                           | `Smith`                            |
          | Position                                                                                                            | `Facilities Manager`               |
          | Role                                                                                                                | `Admin`, `Restricted`, `View Only` |
          | Email                                                                                                               | `jane.smith@example.com`           |
          | Country Code                                                                                                        | `United States +1`                 |
          | Phone Number                                                                                                        | `555 123 4567`                     |
          | <Tooltip tip="Toggle on to create the account right away. Leave off to postpone creation.">Account Status</Tooltip> | `Toggle On/Off`                    |
          | Access Level                                                                                                        | `Permanent or Temporary`           |
          | Active Sign-In Methods                                                                                              | `Choose Sign-In Method`            |
        </Expandable>
      </Step>

      <Step title="Save">
        Once you have configured the required user details, click `Save` to create the user.
      </Step>
    </Steps>
  </Tab>

  <Tab title="Invite User" icon="mail">
    Invite an existing user from a trusted organization as a guest.

    <Steps>
      <Step title="Open the Users page">
        Once inside Launchpad, navigate to the **Users** page located on the left-hand sidebar.
      </Step>

      <Step title="Click +Add User">
        Once inside **Users** click the `+Add User` button and select `Invite User`.
      </Step>

      <Step title="Configure user details">
        Configure the required details for the new user. The form requires selecting a trusted organization and entering the guest user's email.

        <Frame caption="The Invite User form collects the trusted organization, email, position, role, and access level">
          <img src="https://mintcdn.com/kodelabs/QV43LEddE2aJcRYU/images/launchpad/launchpad-users-invite-form.png?fit=max&auto=format&n=QV43LEddE2aJcRYU&q=85&s=4b3ae21e12e428d1979e0af83cefc482" alt="Invite User form with fields for trusted organizations, email, position, role, and access level" width="1024" height="726" data-path="images/launchpad/launchpad-users-invite-form.png" />
        </Frame>

        <Expandable title="Example Configuration" defaultOpen={true}>
          | Field                                                                                                        | Example Configuration              |
          | ------------------------------------------------------------------------------------------------------------ | ---------------------------------- |
          | <Tooltip tip="Select the trusted organization you will invite the user from">Trusted Organizations</Tooltip> | `Acme Corp`                        |
          | Email                                                                                                        | `jane.smith@acme.com`              |
          | Position                                                                                                     | `Facilities Manager`               |
          | Role                                                                                                         | `Admin`, `Restricted`, `View Only` |
          | Access Level                                                                                                 | `Permanent or Temporary`           |
        </Expandable>

        <Info>
          Sign-in methods are inherited from the parent organization and don't require configuration when inviting users.
        </Info>
      </Step>

      <Step title="Save">
        Once you have configured the required user details, click `Save` to invite the user.
      </Step>
    </Steps>
  </Tab>
</Tabs>

## Manage Users

The **Users** page lists all existing users in rows, with each row displaying key details about the respective user. Each user in your organization, whether internal or external, has a dedicated user page that provides a centralized interface to view and manage all details related to a specific user.

```mermaid actions={false} theme={"theme":{"light":"github-light","dark":"github-dark"}}
---
config:
  layout: dagre
  theme: neutral
---
flowchart LR
 subgraph s1["Channel Partner Users"]
        U1["User 1"]
        U2["User 2"]
        U3["User 3"]
  end
    A["Users Page"] -- view --- A1["Users Table"]
    A1 -- select ---- U1
    U1 -- view & manage --- BIP1["Dedicated Page"]
    A1 -- select --- U2 & U3
    U2 -- view & manage --- BIP2["Dedicated Page"]
    U3 -- view & manage --- BIP3["Dedicated Page"]

    linkStyle 1 stroke:#00C853,fill:none
    linkStyle 2 stroke:#FF6D00,fill:none
    linkStyle 3 stroke:#00C853,fill:none
    linkStyle 4 stroke:#00C853,fill:none
    linkStyle 5 stroke:#FF6D00,fill:none
    linkStyle 6 stroke:#FF6D00
```

To manage a user, follow the steps outlined below:

<Steps>
  <Step title="Open the Users page">
    Once inside Launchpad, navigate to the **Users** page located on the left-hand sidebar.
  </Step>

  <Step title="Select a user">
    Select a user from the list of users. You will be redirected to their **dedicated** page, which displays all general information for that user.

    <Frame caption="A user's dedicated page shows general information including role, position, access level, and trusted organization">
      <img src="https://mintcdn.com/kodelabs/QV43LEddE2aJcRYU/images/launchpad/launchpad-users-detail-page.png?fit=max&auto=format&n=QV43LEddE2aJcRYU&q=85&s=5627276eff213fc3a61c13b0c4ac5812" alt="User detail page showing general information with user name, email, phone number, status, role, position, invited date, trusted organization, and access level" width="1024" height="296" data-path="images/launchpad/launchpad-users-detail-page.png" />
    </Frame>
  </Step>

  <Step title="Manage the user">
    Once inside the user's dedicated page, you can complete the following actions:

    * Use the <Icon icon="pencil" iconType="solid" /> icon to edit user details.
    * Use the <Icon icon="ellipsis-vertical" iconType="solid" /> icon to manage the user, including deactivating or deleting them, changing their sign-in method, or resending the setup email.

    <Note>
      You can only change the sign-in method or resend the setup email for internal users.
    </Note>
  </Step>
</Steps>
