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Managing Users

Administrators can manage user access and details within the Fabius platform, typically under Settings -> Users & Teams -> Users.

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Viewing Users

The main Users page displays a table listing all active users in your organization. Key columns often include:

• Name: The user’s first and last name. Clicking the name usually navigates to the user’s detail page where you can view and edit their information.
• Linked Accounts: Badges indicating connections to external platforms (e.g., Gong). This shows which external system accounts Fabius recognizes as belonging to this user, ensuring data like call recordings are correctly associated.
• Teams: Badges indicating which Team(s) the user belongs to.
• Actions: Buttons or icons for common tasks:
  • Edit (Pencil Icon): Navigates to the user’s detail/edit page.
  • Send Welcome Email (Mail Icon): Appears if the initial welcome email hasn’t been sent. Click this to send the user an invitation to join Fabius.
  • Delete/Disable (Trash Icon): Removes the user from active lists. This typically disables their access while preserving their historical data within Fabius.

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Creating a New User

1. Click the “Add User” button (usually located near the top of the Users page).
2. A modal window will appear prompting for user details.
3. Fill in the required fields:
   • First Name
   • Last Name
   • Email Address: This will be the user’s login identifier and where notifications are sent.
4. Send Welcome Email (Optional): Check this box if you want Fabius to immediately send an invitation email to the user. This email typically contains instructions for setting up their account and password. If unchecked, you can send the welcome email later using the Mail Icon in the user list. You may leave this unchecked if you want to test out the system without involving your entire team just yet.
5. Click “Create”. The user will be added to the system, and you should see them appear in the user list shortly.

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Editing a User

Navigate to a user’s detail page by clicking their name in the user list.

1. Click the “Edit” button to enable editing mode.
2. Modify the following fields as needed:
   • First Name, Last Name, Email: Update basic profile information.
   • Linked User Accounts: This multi-select dropdown allows you to associate the Fabius user with their corresponding accounts on integrated platforms (e.g., select their specific Gong user account). This linking is crucial for ensuring call recordings and other platform-specific data are correctly attributed to the user within Fabius. The list typically shows available external accounts that aren’t already linked to another Fabius user.
   • User Groups (Teams): Use this multi-select dropdown to add the user to, or remove them from, different teams you have defined.
3. Click “Save” to apply your changes. Click “Cancel” to discard any modifications made in the current editing session.

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Bulk Adding Users from a CSV

Use bulk import when you need to invite a whole cohort—new hires, a project team, or a migration from another tool—in one go.

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1. Open the Bulk Add menu

• On Users or Teams pages, click Bulk Add (next to Add User/Add Team).
• Choose Download Template for a fresh CSV and, optionally, Download Team Mapping if you need the list of team IDs and names.
• Pick Upload Completed Template when your file is ready; this launches the bulk import modal.

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2. Fill out the template

The template includes headers for:

• firstName, lastName, email (required)
• role (User or Admin, case-insensitive)
• sendWelcomeEmail, createEmailSubscription (TRUE/FALSE)
• userGroupIds (team IDs separated by semicolons or commas)

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3. Upload and validate

1. Drag the CSV onto the upload dropzone or browse to select it.
2. Fabius validates each row and shows results on the Review step:
   • CSV Row matches the line number in your file (row 1 is the header, so your first data row usually displays as 2).
   • Include lets you deselect individual rows before import.
   • Status shows Ready, Ready (warnings), or Error.
   • Issues only appears when warnings or errors are present; expand them to read the exact validation messages.
3. Optional controls above the table:
   • Default team for rows without team IDs applies a team to every ready row with an empty userGroupIds cell.
   • Send welcome email to all selected users toggles the welcome flag for every ready row; you can still adjust individual rows in the table.

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4. Confirm the import

• Click Confirm import once you are satisfied with the ready rows.
• The confirmation step summarizes how many rows were created and highlights any that failed during the final create attempt (for example, if an email was taken after validation).
• Download a new template or upload another CSV right away if you need to make additional corrections.

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Sending Welcome Emails Manually

If you didn’t send the welcome email during creation, or if it needs to be resent:

1. Locate the user in the main user list table.
2. Click the Send Welcome Email action (Mail Icon) next to their name. This option is only visible if the welcome email hasn’t been recorded as sent.
3. Confirm the action if prompted. The system will then dispatch the invitation email.

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Deleting (Disabling) a User

To remove a user’s access:

1. Locate the user in the main user list table.
2. Click the Delete action (Trash Icon).
3. Confirm the action when prompted.
4. The user’s account will be marked as disabled, revoking their access to Fabius. Their past contributions, like calls or analysis results, are typically retained for historical purposes but associated with an inactive user.

Next: Managing Teams (User Groups)