You can add users to the Expel Workbench. This is helpful because you may need other members of your staff to see the status of your environment or view what's going on.

Before you add a user, make sure you know the level of access the user needs: Organization Analyst or Organization Admin. Administrator rights shouldn't be assigned to everyone. For example, only Organization Admins can add new users and edit or delete user accounts in Workbench.

Note

For specific details about what each role can do, see User role rights in Expel Workbench.

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Tip

This page was accurate at the time of writing, but changes happen. If you find the instructions are outdated, let us know via your engagement manager or account representative.

Add user account

To add a user to your organization, take these steps:

  1. In a new browser tab, log in to https://workbench.expel.io.

  2. From any screen, click Organization Settings > Users.

  3. In the upper right, click + Add User.

  4. The Add User screen appears. Complete the following:

    • Email/Username: Must be an email address.

    • Organization: select the organization this user should have access to. If you don't have multiple organizations, this list isn't available.

    • First name: the user's first name.

    • Last name: the user's last name.

    • Workbench user role: select Organization Admin or Organization Analyst role for this user.

      Tip

      Keep in mind that Organization Admin gives full administrator rights to your organization's Workbench.

    • Assignable: select if you want this user to be assigned alerts, actions, or investigations. For example, an analyst needs to see these. An admin may not need to see them.

  5. The new user account appears with a Locked status.

    Note

    The account can't be used until it's activated. See Activate your Workbench account for instructions.

  6. After the user account is activated, the Status changes to Active or Assignable.

Resend enrollment email

To resend a user enrollment email message, take these steps:

  1. In a new browser tab, log in to https://workbench.expel.io.

  2. From any screen, click Organization Settings > Users.

  3. In the row with the user for whom you want to resent email, click the Down Arrow.

  4. In the menu that appears, select Resend Enrollment Email.

    A success message appears.

Edit user account

To edit user information or settings, take these steps:

  1. In a new browser tab, log in to https://workbench.expel.io.

  2. From any screen, click Organization Settings > Users.

  3. In the row with the user you want to edit, click the Down Arrow.

  4. In the menu that appears, select View and edit.

    User account information appears.

  5. To edit user information and settings, click Edit User.

    Editing works the same as for adding a user account.

    Note

    To edit user notifications, see the User notifications setup for Workbench.

Lock/Unlock user account

To lock or unlock a user account, take these steps:

  1. In a new browser tab, log in to https://workbench.expel.io.

  2. From any screen, click Organization Settings > Users.

  3. In the row with the user you want to lock/unlock, click the Down Arrow.

  4. Click Lock or Unlock.

    The account status changes accordingly.

    Note

    If the status message says Locked - Re-enrollment sent, it means the account must be reactivated by the user. For instructions, see Activate your Workbench account.

Delete user account

Note

The account is deleted immediately and the user account is no longer listed.

To delete a user account, take these steps:

  1. In a new browser tab, log in to https://workbench.expel.io.

  2. From any screen, click Organization Settings > Users.

  3. In the row with the user you want to delete, click the Down Arrow.

  4. Click Delete user.

  5. Click Delete.