In the Users area, administrators can access the user information for all users on the site. Admins can search for users and view the email address and last login, check their group access, transfer entity ownership to another user, view personalization keys, and remove site access.

1. ADMIN - Users

Users is one of the key areas in the ADMIN menu. Here you can:

View a user's information including:
- Email Address
- Last Login Date
- Group Membership
- Personalization Keys
Switch ownership of a user's entities to another user
Remove user access from the site

From the ADMIN menu, choose Users
You view all users with site access and their details

Site User List

All users with access to the site are shown on the left. Type in a name to find a specific user. You can use the filter icon to show users by role type, i.e., Creator, Explorer, Viewer or Admin. When you select a user, the user name displays an orange font in the list and details for the selected user display in separate sections on the right.

You'll find all users listed on the left
Use filters to narrow down the list
Selected users are highlighted in orange
Once selected, view details for each user on the right

Group Membership

Here you will find the group(s) the selected user belongs to.

In this example above, the user has access to two groups

Ownership

There may be occasions, for example, when a user leaves the organization, when you need to transfer all the entities they own to another user.

Entities are all the work items in Harmoni, for example, a Project is an entity.
Depending on the license, this can include Projects, Constructions, Stories, and Dashboards.
When transferring ownership, the person you are moving the ownership to, must have the same license permissions or more.

Choose the user whose entities you want to transfer to another user
Under Ownership, enter the new owner's name
A gray box appears when a user is selected
Click TRANSFER
A pop-up will confirm the transfer

User Keys

Here you can view the personalization keys used on this site. These keys determine the default settings for users when they log in to Harmoni. As an ADMIN, you can update keys at the Group level only. You cannot change individual user personalization keys. In the Group area you will learn about changing group personalization keys.

User keys help personalize the Harmoni experience
In this example, the Global Filter is enabled, so global filter options are available

Remove Site Access

Removing access to a site does not remove access to Harmoni. The user may also have access to other sites.

Select a user from the list
Click REMOVE SITE ACCESS
In the popup, click DELETE to confirm, or CANCEL to retain site access

Where to from here?

Learn more about Harmoni ADMIN:

In this article