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

How do I unarchive a user? How do I view archived users? What is the unassigned board? How do I use the board picker on the users page?

View Archived Users

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

Sarah Barton

Aya Dijkwel

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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