# Users

As an app administrator either at both the **app store** and **application** level, learn how to add and modify user.

### Overview

On this page, you have the users in rows and the apps of your instance as columns.

At the intersection, a pictogram indicates what types of access has been granted.

More than giving you an overview of your users’ access, from this interface you can also:

* Search the users: just start typing the user’s email
* See the number of users
* Download the users list (csv format)
* Sort your users
* Hover on the user name to get its creation date
* Get a reminder of what the pictograms mean

<figure><img src="https://1809014303-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZxYYf1KpgarKMgMsDCrw%2Fuploads%2Fgit-blob-6bdce8581bee0767ca50ea81764c3afedd5c592b%2Fuser-admin.png?alt=media" alt="user-admin"><figcaption></figcaption></figure>

### Create users

You can create users from the **Add user** button at the top right side of your screen.

<figure><img src="https://1809014303-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZxYYf1KpgarKMgMsDCrw%2Fuploads%2Fgit-blob-bdfa5b3f1b2e2faa361ce1b31f2de575901baf3c%2Fadd-user.png?alt=media" alt="add-user-button"><figcaption></figcaption></figure>

#### Create/edit a single user

**Options**

* **Username** : the username can be either an email address or text (such as an ID, for example)
* **Password** :
  * **Password generation by email** : The user will receive an email to generate its password
  * **Single Sign-On** : Thanks to the OAuth provider setup in the `instance_settings.cson`, the user will be able to reuse existing SSO credentials to login to Toucan.
  * **Manually set password** : Choose a temporary password, as soon as you choose to send a password generation email to your user, you won’t be able to modify it.
* **User-group(s)** : *(Optional)* assign one or multiple groups to your user.
* **Set an expiration date for this account** : *(Optional)* allows you to create a user for a limited period of time. Great for demos or prospect materials.

**Assign privileges**

Once you have created your user, click on **continue** to assign rights to one or multiple apps:

<figure><img src="https://1809014303-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZxYYf1KpgarKMgMsDCrw%2Fuploads%2Fgit-blob-04587edf35709d2c53ae64432605e410b9c8d97f%2FScreenshot%202025-10-17%20at%2015.06.35.png?alt=media" alt="user-creation-privileges"><figcaption></figcaption></figure>

Here are the privileges explanation (in increasing order of rights perimeter):

* **No access**: the user cannot access the app
* **Viewer**: the user can access the app and user collaborative features in production only but cannot access the studio
* **Validator**: the user can access the studio to validate the app before any release to production. The user cannot create or update the app by himself
* **Contributor**: the user can access the studio to edit the app.

If your user is added to a group using group privileges, this step will be skipped. User will inherit privileges setup at the group level.

{% embed url="<https://www.youtube.com/embed/p4e7KaCXnUA>" %}

**Notifications settings**

Choose how you want to notify your new user of its access :

* **No email** : the user won’t receive any welcome email to the platform. The user will only receive its password generation email if specified at creation
* **Platform email** : the user will receive one global email listing all the app access granted
* **Applications emails** : the user will receive an email for each application access has been granted to

**Edit users**

You can edit a user’s privileges directly from the interface by clicking on the user privilege icon in a given app column.

<figure><img src="https://1809014303-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZxYYf1KpgarKMgMsDCrw%2Fuploads%2Fgit-blob-9f3b90aee91d906dae47e65e3f3fb007c7bdef3e%2FScreenshot%202025-10-17%20at%2015.08.53.png?alt=media" alt="user-admin-edit-user-privileges"><figcaption></figcaption></figure>

If your user belongs to a group with privileges, you won’t be able to edit the user access. You’ll have to remove the user from the group to do so.

{% embed url="<https://www.youtube.com/embed/eea-BA4Ygk0>" %}

You can edit a user’s information by selecting a user from the list to activate the edition menu at the bottom right of your screen.

<figure><img src="https://1809014303-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZxYYf1KpgarKMgMsDCrw%2Fuploads%2Fgit-blob-be55c79748652c8c3d3790b3b4977a98ced043a7%2Fuser-admin-edit-user.png?alt=media" alt="user-admin-edit-user"><figcaption></figcaption></figure>

#### Create/edit multiple users

{% hint style="info" %}
**Hint**

This is what we call bulk creation 👥
{% endhint %}

**Bulk creation/edition template**

To create multiple users, you need to drop a csv file that contains specific information.

<figure><img src="https://1809014303-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZxYYf1KpgarKMgMsDCrw%2Fuploads%2Fgit-blob-8d419c8c5457a7db4c7b170f143dfd70a9d41f8f%2Fuser-admin-bulk-creation.png?alt=media" alt="user-admin-bulk-creation"><figcaption></figcaption></figure>

A template file is available for download. This file contains all the required columns you need to fill:

* **username** : the username can be either an email address or text (such as an ID, for example)
* **admin** : type in `true` to give admin access to a specific user
* **provider** : *(Optional)* the name of the sso provider (leave empty if the user logs in via username/password)
* **user-group** : *(Optional)* type in the name of the group, leave it empty if you don’t want to assign any group to your user(s). There are by default 3 user-group column, but you can add more just make sure to update the number after `user-group`
* All existing app on your store will have a dedicated column (`small-app lovely-name`), you just need to fill what type of privilege each user will have for each app:
  * `view` for a Viewer
  * `validate` for a Validator
  * `contribute` for a Contributor

{% hint style="info" %}
**Hint**

If you want to delete some users with a bulk upload, then add a `delete` columns and fill it with `true` or `false`
{% endhint %}

Once you’re done filling-up the template, you just have to drop it in the tile 🎉

<figure><img src="https://1809014303-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZxYYf1KpgarKMgMsDCrw%2Fuploads%2Fgit-blob-d7ed3d98aba3cc7169ec717a60dd28a0d7b1e0d0%2Fuser-admin-bulk-creation-success.png?alt=media" alt="user-admin-bulk-creation-success"><figcaption></figcaption></figure>

**Send email invitation to new users** : with this option activated, users will receive an email to inform him/her of his/her access to the Toucan application and will be invited to create his/her own password.

File example (bulk creation):

| username               | admin | user-group 0 | user-group 1 | small-app finance | small-app marketing |
| ---------------------- | ----- | ------------ | ------------ | ----------------- | ------------------- |
| test\@toucantoco. com  | true  |              |              |                   |                     |
| test2\@toucantoco .com |       | Manager      |              | view              |                     |
| test3\@toucantoco .com |       |              |              | view              | contribute          |

* `test@toucantoco.com` will be admin
* `test2@toucantoco.com` will be assigned to the Manager group and have a view access to the Finance app
* `test3@toucantoco.com` will have a view access to the Finance app and contributor access to the Marketing app

**Edit multiple users**

You can edit multiple user’s privileges by selecting the users from the list to activate the edition menu at the bottom right of your screen.

<figure><img src="https://1809014303-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZxYYf1KpgarKMgMsDCrw%2Fuploads%2Fgit-blob-9a1455815ca556dc146335f1b8c832c52a78300e%2Fuser-admin-edit-users.png?alt=media" alt="user-admin-edit-users"><figcaption></figcaption></figure>
