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Release Date: 13/08/25
What is User Management?
User Management is a new module within Obi, accessed through the Client Portal. The module makes it easier for project admins to manage their projects by giving them a high level view of all users.
The module makes it easier to track who’s involved on a project, what permissions they hold, and where they're assigned, all from a single, centralised interface.
User onboarding is also streamlined and quicker than ever thanks to the ability to add multiple users at a time.
Where Can I Find It?
The User Management module can be found by accessing the Client Portal via the menu icon in the Obi navigation bar.
Who Has Access?
Users with the 'Privileged' or 'Admin' level permissions will be able to see the User Management module when they visit the Client Portal page.
Users with the 'General' level permission will not see the User Management module when they access the Client Portal. They will however be able to see the User Directory page.
Note:
The User Directory page is a 'view only' version of the User Management module. Here, users can view other users within the same projects they are in. They can see a user's permissions, but they do not have the ability to add or remove users from projects, groups or teams.
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Onboarding Users via User Management