Use the following instructions to view, add, edit, or delete user accounts in Nintex Automation Cloud.
View user accounts
- Log in to your Nintex Automation Cloud tenant.
- In the upper right-hand corner, click Settings.
The Tenant and user details page displays. - In the left-hand navigation menu, click User management.
The User management page displays.
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Scroll down to the Users section. Here, you can see the email address, first name, last name, and role for all users in your tenant.
Add a new user account
- Log in to your Nintex Automation Cloud tenant.
- In the upper right-hand corner, click Settings.
The Tenant and user details page displays. - In the left-hand navigation menu, click User management.
The User management page displays.
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Scroll down to the Users section.
- Click Add user.
The Add user section appears. - Complete the following sections:
- Email address - enter an email address for the new user
- First name - enter the first name of the new user
- Last name - enter the last name of the new user
- Roles - select a role for the new user
- Click Add.
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The new user is added to the list of users on the page.
The added user receives an invitation email message to create a Nintex password. This password link expires in five days. If the link expires, can the added user request a new link from Support or click Forgot password? on the login page and create a password through the reset password process
Edit a user’s role
- Log in to your Nintex Automation Cloud tenant.
- In the upper right-hand corner, click Settings.
The Tenant and user details page displays. - In the left-hand navigation menu, click User management.
The User management page displays.
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Scroll down to the Users section.
- Locate the user to be edited and click the ellipses (...) to the far right of their name.
- Click Edit.
- In the Role column, select a new role for the user.
- Click Submit to save the new user role.
Delete a user account
- Log in to your Nintex Automation Cloud tenant.
- In the upper right-hand corner, click Settings.
The Tenant and user details page displays. - In the left-hand navigation menu, click User management.
The User management page displays.
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Scroll down to the Users section.
- Locate the user to be deleted and click the ellipses (...) to the far right of their name.
- Click Delete.
- The Delete button is displayed for the selected user. Click Delete.
- The user is deleted.