# User Management

The **User Management** page is your full view of every user who has been granted access to your portals on this subsidiary. From here you find users, change their role, give new users access, and revoke access when someone leaves.

## When to use this page

Use User Management whenever you need to:

* Look up who currently has access.
* Give a NetSuite entity (employee, customer, vendor, partner) access to a portal.
* Change a user's role or branding overrides.
* Revoke a user's access.

## Before you start

* You need the **Client Admin** role.
* The user must already exist as a NetSuite entity. The Give Access flow doesn't create new NetSuite records — it provisions an existing one.

## Open User Management

Click **User Management** in the sidebar. The page heading reads <code class="expression">space.vars.productName</code> **Users** with a subtitle confirming the active subsidiary — *Select, modify, remove user access for the {Subsidiary Name} subsidiary*.

![User Management page with table and primary actions](/files/lTvSPcGoaMjVACFiDhcm)

## The table

Every user with access shows up here. Columns:

| Column                     | What it shows                                                            |
| -------------------------- | ------------------------------------------------------------------------ |
| **ID**                     | The NetSuite internal ID for the entity.                                 |
| **Company Name**           | The user's company (relevant for customer and vendor entities).          |
| **First Name / Last Name** | Personal name from the NetSuite record.                                  |
| **Email**                  | The address tied to their account.                                       |
| **Role**                   | The BRM role assigned (Cashier, B2B, Store Manager, etc.).               |
| **Type**                   | The NetSuite entity type — Employee, Customer, Contact, Partner, Vendor. |
| **Subsidiary**             | The subsidiary this access record belongs to.                            |

The **…** menu on each row gives you per-user actions: **Edit** and **Revoke Access**.

## Filtering and finding users

Use the toolbar above the table:

* **Filter users** — search by name, email, or company.
* **Role** — narrow the list to one BRM role.
* **Entity Type** — narrow to Employee, Customer, Contact, Vendor, or Partner.
* **View** — change which columns are visible.

The table paginates 10 rows at a time. Use the **rows per page** dropdown and the page arrows at the bottom to move through the list.

## The two primary actions

In the top-right of the page:

| Button               | What it does                                                                                                                                                                                                                                                                               |
| -------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Modify Role**      | Opens a read-only reference dialog listing every role available on this subsidiary, grouped by entity type. Use it to confirm what roles exist before giving access or to manage the role library. See [Roles & Permissions](/client-admin-guide/managing-users/roles-and-permissions.md). |
| **Give User Access** | Opens the Give Access dialog. Use this to provision a new user. See [Give User Access](/client-admin-guide/managing-users/creating-users.md).                                                                                                                                              |

{% hint style="info" %}
**Modify Role** does *not* edit a single user's role. To change one user's role, use the **Edit** action on that user's row.
{% endhint %}

## What success looks like

You can see the full user list, filter to find anyone, and reach the Edit and Revoke Access actions on every row.

## Common issues

* **A user isn't in the table** — confirm you're on the right subsidiary (top-bar selector). Access records are scoped per subsidiary.
* **Filter combinations show no results** — clear filters one at a time to find which one is too narrow.
* **The Edit menu doesn't open** — refresh the page; the row context occasionally needs a reload after granting access.

## Related

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Give User Access</strong></td><td>Walkthrough for adding a new user.</td><td><a href="/pages/V5SuEjiwSz2mbbLLdSNb">/pages/V5SuEjiwSz2mbbLLdSNb</a></td></tr><tr><td><strong>Roles &#x26; Permissions</strong></td><td>Manage the role library on this subsidiary.</td><td><a href="/pages/90JTHrYiNFq2sGVsSqGI">/pages/90JTHrYiNFq2sGVsSqGI</a></td></tr><tr><td><strong>How Access Works</strong></td><td>The four layers of access control: subsidiary, workflow, module, component.</td><td><a href="/pages/uS8wD6HP0bikYAq7vn2v">/pages/uS8wD6HP0bikYAq7vn2v</a></td></tr></tbody></table>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.in8sync.com/client-admin-guide/managing-users.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.