Navigation Prompt

Go to USER MANAGEMENT > Add & Edit Users

From the Add & Edit Users page, you will see a list of the users in the account you are currently logged into.

You will see the burger menu on the right-hand side of the screen, displayed in each row of the table (indicated by three lines). Clicking on that will display the following menu:

NOTE - The "Add to contract" and "Remove from contract" options only appear if your evaluagent organisation has more than one contract linked.

evaluagent allows users to belong to multiple tenants (contracts). Each user has a globally unique username and email address. A single user can:

Important: A user's authentication method is global, not per-contract. If a user is assigned to an SSO provider, they use SSO for all contracts they access.

If you want to move the user or grant them access to another contract, click the "Add to contract" option. This will display a screen similar to the screenshot below:

In the pop-up, select the contract within your organisation to which you'd like to move the user.

There is also the option to remove the user from the current contract -- all data will remain within this contract and will still be linked to the user. It just means the user won't appear within the user admin for the current contract.

If the user no longer requires access to the contract you're logged into, you can use the "Remove from contract" option.

This option is only available if the user still has access to at least one contract after the removal has been processed. If the user is no longer part of your business, you should use the "Make Inactive" option in the user table instead of the remove from contract option.

Important: If you use SCIM for user provisioning, be aware that SCIM deprovisioning deactivates users globally -- not just for your contract. If a user belongs to multiple contracts and is deprovisioned via SCIM, they lose access to all contracts. Consider requesting manual tenant-specific removal from evaluagent support instead of using SCIM deprovisioning for shared users.

For more information on making a user inactive, please see our guide: