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.
Show active users
Open Centralized user management under Settings → User management.
Set the filter Status = Active.
Candis shows all active users from organizations where you have administrator rights.
Note: Roles and status apply per company.
Read user details
For each user, you see the list of companies where the user is active.
For each company, you see the user’s assigned role.
Change roles or user data
Click the company name for the desired user.
Candis opens user editing for that specific company in a new tab.
Adjust the role or other details and save.
Note: Changes apply only to the opened company.
View involvements and jump directly
In a user’s row, you see involvements per company, e.g., Workflows (x).
Click Workflows (x) to open Company → Settings → Workflows in a new tab.
Candis automatically sets a filter that shows only workflows involving this user.
Examples
Review and adjust roles: Filter Status = Active, pick the company for the user, open user editing, and change the role.
Find a user’s workflows: Click Workflows (x) for the user to open the filtered workflow list of that organization immediately.