View, add, edit, and delete Nintex Automation Cloud user accounts

Use the following instructions to view, add, edit, or delete user accounts in Nintex Automation Cloud.

1. Log in to your Nintex Automation Cloud tenant.
2. In the upper right-hand corner, click Settings.

   

   
   The Tenant and user details page displays.
3. In the left-hand navigation menu, click User management.

   

   The User management page displays.

4. 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

1. Log in to your Nintex Automation Cloud tenant.
2. In the upper right-hand corner, click Settings.

   

   
   The Tenant and user details page displays.
3. In the left-hand navigation menu, click User management.

   

   The User management page displays.

4. Scroll down to the Users section.

5. Click Add user.

   

   
   The Add user section appears.

   

6. 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
7. Click Add.

   

    

8. 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

1. Log in to your Nintex Automation Cloud tenant.
2. In the upper right-hand corner, click Settings.

   

   
   The Tenant and user details page displays.
3. In the left-hand navigation menu, click User management.

   

   The User management page displays.

4. Scroll down to the Users section.

5. Locate the user to be edited and click the ellipses (...) to the far right of their name.

   

    

6. Click Edit.

   

7. In the Role column, select a new role for the user.

   

    

8. Click Submit to save the new user role.
    

Delete a user account

1. Log in to your Nintex Automation Cloud tenant.
2. In the upper right-hand corner, click Settings.

   

   
   The Tenant and user details page displays.
3. In the left-hand navigation menu, click User management.

   

   The User management page displays.

4. Scroll down to the Users section.

5. Locate the user to be deleted and click the ellipses (...) to the far right of their name.

   

    

6. Click Delete.

   

7. The Delete button is displayed for the selected user. Click Delete.

   

    

8. The user is deleted.