Source: https://atomic-works-test.docs-staging.pageloop.ai/trust/questionnaires/dashboard-actions/users-dashboard-actions

# Users Dashboard Actions

---
description: >-
  Learn how to add, edit, and remove users in the Questionnaires section of
  Sprinto’s Trust module.
---

# Users – Dashboard Actions

The **Users** tab in the **Questionnaires** section allows you to manage access and roles for team members who work on security questionnaires. Using role-based access control, you can determine who can import questionnaires, answer questions, and manage other users.

Roles include:

* **Admin** – Can import questionnaires, add and answer questions, and manage access.
* **Consumer** – Can add questions and request answers for open questions.

The following dashboard actions are available:

***

### 1. View Existing Users

1. Navigate to **Questionnaires > Users**.
2. Review the list of team members, their roles, and the date they were added.

<figure><img src="../../../.gitbook/assets/Screenshot 2025-10-30 at 13.39.43.png" alt="" width="563"><figcaption></figcaption></figure>

***

### 2. Add a User

1. Select **+** **Add a team member**.
2. Enter the **email address** of the team member.

<figure><img src="../../../.gitbook/assets/Screenshot 2025-10-30 at 13.43.57.png" alt="" width="375"><figcaption></figcaption></figure>

3. Select the **role** (Admin or Consumer) from the dropdown menu.
4. Select **Invite to the team** to confirm.
5. The user will receive an email invitation to join.

***

### 3. Edit a User’s Role

1. Locate the user in the list.
2. Select **Edit** icon next to their name.

<figure><img src="../../../.gitbook/assets/Screenshot 2025-10-30 at 13.39.43 (1).png" alt="" width="563"><figcaption></figcaption></figure>

3. Choose the new role from the dropdown menu.
4. Select **Update** to apply changes.

<figure><img src="../../../.gitbook/assets/Screenshot 2025-10-30 at 13.49.22.png" alt="" width="375"><figcaption></figcaption></figure>

***

### 4. Remove a User

1. Locate the user in the list.
2. Click the delete icon next to the user you wish to remove.

<figure><img src="../../../.gitbook/assets/Screenshot 2025-10-30 at 13.50.13.png" alt="" width="563"><figcaption></figcaption></figure>

3. Confirm by selecting **Revoke**.

<figure><img src="../../../.gitbook/assets/Screenshot 2025-10-30 at 13.52.34.png" alt="" width="375"><figcaption></figcaption></figure>

{% hint style="info" %}
Removing a user immediately revokes their access to the Questionnaires section.
{% endhint %}

***

### 5. Search for a User

* Use the **Search** bar to find a specific user by email or name.
