Step-by-step guide
Check prerequisites
Plan: Plus or Max
Role: Administrator
Availability: At least two companies
Note: You only see users from companies where you have admin rights.
Open the centralized user list
Click the company name at the top left.
Open the company selector.
Click Centralized user management at the bottom.
Candis shows the centralized list under Settings → User management.
Search and filter usersUse the search to find users in the centralized list.
Set filters for Company, Role, and Status.
Available Status values: Active, Inactive, Pending.
Understand roles and status per companyRoles and status apply per company.
A user can be Active in Company A and Inactive in Company B.
With Status = Active, the user appears for Company A; with Status = Inactive, for Company B.
Actions (e.g., Deactivate) always apply to the company from whose list entry you opened the user.
Examples
Review open invitations: Set Status = Pending to see all invites not yet accepted across your companies.
Track status per company: If a person appears in different status lists per company, open the correct entry to update the right company.
