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  1. Navigate to Administration > Users

  2. Select one or more users using search or filtering.

  3. Choose Decline and their status will be revoked

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Info

Declined users are not able to access the platform and will not receive e-mail notifications. As a declined user registering again with the same e-mail address is not possible.

Editing User Details

User Management also gives you the possibility to directly edit the profile of your users.

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The column Last Login shows the date a user last logged and provided credentials. This allows you to identify inactive platform users.

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Deleting Users

To delete a user follow these steps.

  1. Select one or several users

  2. Click on More (“…”)

  3. Choose Delete user(s)

  4. Confirm the deletion in the popup message.

Deleted users will not have access to the platform anymore.

Our user deletion is GDPR compliant. This means that a deleted user is removed whenever possible, e.g. from shared projects, as a part assignee, etc. When the deleted user was the author of orders, parts, etc, the user will be anonymized, i.e. the part author will be listed as “Deleted User”.

Orders and order documents (e.g. invoices) remain in place unchanged to comply with Services' legal obligations of retaining those records.

Restricting a User’s Access to Payment Methods by Setting the Trust Status

As an organization admin, you can set a user’s trust status to be either of “Basic” or “Trusted”. This setting has an impact on which payment method is available to this user during checkout.

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Example

A Service has two payment methods configured:

  • Credit card payment

    • Customer Type: Everyone

  • Invoice payment

    • Customer Type: Only Trusted

User A has the setting Customer Type = Basic. During checkout only the payment option Credit card payment is available to User A.

Info

The Customer Type and the associated trust level is not visible to customers.

For more information see https://3yourmind.atlassian.net/wiki/spaces/PD/pages/276627570/Configuring+Payment+Methods#Customizing-Payment-Options-for-Different-Customer-Segments.