The KickUp Directory allows users with the Manage Users permission to efficiently manage all of the people in their organization.
View all the people in your organization
The Directory enables you to see all the people in your organization and view key information about them, such as their attributes, groups, user status, and permissions. Apply filters to restrict which people are shown.
From the table view, you can also:
Scroll through the table horizontally to view additional columns.
Control which columns are shown using Edit columns.
Search for individual people by name or email address.
View and update an individual person
Click into a person's name to view details about them and update their groups, user status, permissions, or restrictions.
Impersonate a user
Note: Any action you take in KickUp while impersonating another user will appear as if that user performed the action. Please use discretion when impersonating other users!
To impersonate another KickUp user, on their details page in the Directory, click the Impersonate button at the top of the page.
The user icon in the top right of the page has an orange outline when you are in impersonation mode. To stop impersonating, click Stop impersonating in the top right user dropdown.
Update a user's groups
A user can be in one or more KickUp user groups. The full list of available groups is shown in the Groups section of each individual's page in the directory.
Use the checkboxes to change which group(s) a given user is in. Click Save at the bottom of the page to save any changes.
Update a user's status
A person's user status is represented in the User status column. To modify a user's status, click on their name to edit them and change the option to Allow this person to login. If this option is checked, a person will be able to log in to KickUp; if unchecked, they will not be able to log in.
Click Save at the bottom of the page to save any changes.
Update a user's permissions
A user can have one or more permissions. The full list of available permissions is shown on each individual's page in the directory.
Use the checkboxes to change which permission(s) a given user has. Click Save at the bottom of the page to save any changes.
Update a user's restrictions
Adding restrictions for a user reduces the set of data they can view by default in Reports shared with them. To change a user's permissions:
Check the box for Add restrictions to this user if it's not already checked.
Click Edit Restrictions.
Select the restriction(s) in the modal that opens.
Click Save Restrictions at the bottom of the modal.
Click Save at the bottom of the page.
Update multiple people at once
Some Directory actions - such as updating people's user status, groups, and permissions - can performed on multiple users at once using the Bulk actions menu.
Filter down to the right segment of people you want to update.
Select any user(s) to update using the checkboxes.
Click Bulk actions.
Select the action to perform.
Complete the action in the modal that opens.
Export people's information in a CSV file
All of the data available in the Directory may be exported into a CSV file. Simply click Actions --> Download CSV.
