User Management

Fullstory Admins are responsible for user management in Fullstory. Such as inviting new users, removing users, changing their roles, and more, all of which can be managed under Settings > Account Management > Users. 

This article reviews those actions, as well as additional user management capabilities you may consider for your organization. 

Quick Links

• Invite New Users
• Resend or revoke an invitation email
• Edit a User's Role
• Remove a member of your account
• Disable a member of your account
• Download User List
• Automate user provisioning with SSO and SCIM
• Allow seat requests from new users
• Configure inactivity timeout settings  

Invite New Users

To invite new users to your Fullstory account:

1. Visit Settings > Account Management > Users.
2. Click the Invite Users button in the top right.
3. Enter the user's email address and assign their user role.
   • Alternatively, use the bulk-upload tool to invite up to 30 users simultaneously

Resend or revoke an invitation email

You can resend or revoke an invitation email by going to Settings > Account Management > Users, finding the user in questions, and clicking the 3 dots (⋮) to the right of the page to select either Resend Invite or Revoke Invite.

Edit a User’s Role

Visit Settings > Account Management > Users. Here, Admins can change a teammate’s role by clicking the 3 dots (⋮) at the end of the user’s row and selecting Edit user. For example, you may want to upgrade a user from Standard to Admin permissions, or downgrade a user’s permissions from Standard to Guest in order to free up a Fullstory seat for another teammate. To edit roles in bulk, select the checkboxes next to the users you want to change, then click Edit user above the table.

Guides and Surveys role

If your account has Guides and Surveys, each teammate also has a Guides and Surveys role, shown in the Guides and Surveys Role column on the Users page. To change it, open Edit user for one or more users and choose a role in the Assign Guides and Surveys role field. You can change this role for Standard, Architect, and Admin users. Explorers, Guests, and Umbrella Managers have a fixed Guides and Surveys role.

For step-by-step instructions, see Assign a Guides and Surveys role. To learn which role new and existing teammates start with, see Default access.

Remove a member of your account

If at some point you need to remove a team member from your account, for any reason, as an Admin follow the below steps:

1. Navigate to Settings > Account Management > Users.
2. Check box next to the name of the team member you wish to remove.
3. Click the Remove" button that appears at the top of the table.
   • Alternatively, locate the user in the above mentioned view, click on the vertical ellipsis at the end of the row and select Remove.

Note: After a team member is removed from your Fullstory account, all objects created by that individual (e.g. dashboards, segments, metrics) are still available to all users within the account. Only admins, architects and umbrella managers will be able to modify or delete these objects.

Disable a member of your account

In addition to the ability to remove members from your account, you also have the ability to disable a member's access to an account. Members whose access has been disabled will not be able to log in to your Fullstory account. If their access is again enabled, they'll be able to access the objects they had previously created.

Users that have been disabled do not factor into your account's user quota.

Download User List

All users can export the list of teammates with a Fullstory license by clicking the down arrow at the top right of your user list. Only the Account Admin will see information pertaining to their teammate’s last activity date in the data export.

Automate user provisioning with SSO and SCIM

With Enterprise or Anywhere plans, you can save time by automating user provisioning through SSO. When you set up SSO, choose a provisioning option: None, Just-in-time (JIT) to create a seat the first time a user signs in, or SCIM to create, update, and deactivate users from your identity provider. For Umbrella accounts, see How do I configure Umbrella SSO?.

When your identity provider manages user roles, it controls each user's Fullstory role, but Admins still set the Guides and Surveys role in Fullstory.

Allow seat requests from new users

Allow new users to request access to Fullstory from the Fullstory login page under Settings > Account Management > Users. Scroll down to “Seat Request Settings” and toggle on "Allow Seat Requests from new users." This enables a "Request to join my company" button on the Fullstory login page. 

By default, admins will receive email notifications that require approval for all new requests. Approved users will receive a Standard seat by default, which admins can change after approval. To remove the approval process and customize seat request routing, follow the steps here.

Also by default, all domains can request a seat in your account. To limit these requests by domain, click Add Domain under Settings > Account Management > Users > Seat Request Settings to configure approved domains. 

Configure inactivity timeout settings

To protect your company's Fullstory data, admins can use the Inactivity Timeout Setting to set a custom timeout window for users of the Fullstory application. For example, your company may have a policy that requires users of any software application that contains customer data to re-authenticate following 24 hours of inactivity. 

Admins can specify the period of inactivity before users must re-authenticate in Fullstory from Settings > Users > Inactivity Timeout Setting.  Using the previously cited example, to require your teammates using Fullstory to re-authenticate after 24 hours of inactivity, adjust the setting to 1,440 min (24 hours).