LENS Support

Detailed descriptions of User Roles and Permissions

User Roles and Permissions Explained

How do I add users if I do not have the "add user" button on my user management page? How to do mass or bulk upload many users at once?

Bulk Add Users

LENS Managers have the ability to view and edit a user's information and board roles.

Edit a User's Info and Roles

How do I archive someone who has left my unit? How do I remove a member's access to my board? How can I clean up the user list?

Remove a User

LENS Managers have the ability to search for users with the tools provided on the User Page.

Search for Users

How do I search for a user in another board?

Search for Users Across Multiple Boards

How do I obtain a list of users on my board? How can I export users to excel (.xlsx) files?

Export User List

LENS Managers have the ability to send a user a password reset email

Send a Password Reset Email to Another User

Approve or reject board access requests via email or user management page with this toggle. Turn on Approve Access, Turn off Approve Access

Approve Access Permission

What labels am I following? Can my team follow labels? What is the labels followed column on the user export?

See Labels Your Team is Following

How do I approve or deny a request from a user to join a board? Why did I receive an email about a board access request? How do I manage…

Approve or Deny an Access Request

The User Management page has been redesigned with improved tools for managing users across multiple boards.

Introducing the New User Management Page

Kaitlyn Drew

Aya Dijkwel

Leandra Bernal

Manage user access, roles, and profiles across your boards. Add new users, assign permissions, and export user information.

User Management Page

Kaufman Hall, a Vizient Company

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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