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Add or edit a workspace user

The Add workspace user and Edit workspace user dialogs allow administrators to create new workspace user accounts and update existing ones.

Opening the dialog

  • To add a new user: click Add User in the toolbar on the Users page. The dialog opens empty and ready for input.
  • To edit an existing user: select the user in the grid and click Edit user, or double-click the row.

Fields

Email (required)

The user's email address. This is the login identity for the user in MatStream.

  • When adding a new user, enter the full email address. MatStream validates the format before saving.
  • When editing an existing user, the email address is read-only and cannot be changed.

Display name (required)

The name shown throughout MatStream for this user — in audit trails, the "Reports to" dropdown, and group membership lists.

When you tab from the Email field to Display name, MatStream pre-fills the display name with the email address. You can type over it to set a different name.

First name / Last name

Optional. Used for formal identification and can be displayed in reports and exports.

Enabled

Controls whether the user can sign in to the workspace. When unchecked, the user's account is disabled and they cannot access the workspace, but their data and history are preserved.

New users are enabled by default.

Reports to

Optional. Select another workspace user that this user reports to. Used for organisational hierarchy and can be displayed in exports.

Group member of

Shows which groups this user currently belongs to. Groups control what the user can see and do in the workspace.

Click Manage… to open the group membership editor. See Editing group membership for details.

New users and groups

If you click Manage… before saving a new user, MatStream saves the user automatically first so that group memberships can be assigned. If you then cancel the dialog, the automatically saved user is deleted — no incomplete records are left behind.

Saving

  • Save — saves changes and keeps the dialog open for further edits.
  • Save & Close — saves changes and closes the dialog. The user grid refreshes automatically and the saved user is selected.
  • Cancel — discards all unsaved changes and closes the dialog.

Warning

If a user with the same email address already exists in this workspace, MatStream will show a conflict error. Each email address can only appear once per workspace.

Audit trail

The bottom of the dialog shows who created the user record and when, and who last modified it. This information is read-only and maintained automatically by MatStream.