Users
The Users page lists everyone who can sign in to your Nextal account. From here you add users, edit their details, set or reset their password, choose the security group that controls what they can access, and activate or deactivate accounts.
The user list
Each row is one user account and shows:
- Name — with the person’s initials, and whether the account is a regular User or a Technical account.
- Creation date — when the account was created.
- Last connection — when the user last signed in, shown as a relative time (for example “3 days ago”), or Never if they haven’t signed in yet.
- Status — Active or Inactive (see below).
- Group — the security group assigned to the user.
- Action — the ⋯ menu with Edit, Edit password, Resend login instructions, Disconnect (shown for active users only), and Activate / Deactivate.
You can search users by name, filter by name, creation date or last-update date, sort by name, status or creation date, and page through the list.
Active vs. inactive
A user is Active only when the account is enabled, not locked, and within its valid date range. Anything else — deactivated, past its end date, or locked — shows as Inactive. Inactive users can’t sign in.
Adding a user
Click Add a user to open the side panel and fill in:
- First name and Last name — required.
- Email — required; the address the user signs in with.
- Start date and End date — the period the account is valid.
- Send login instructions by email — on by default. Nextal generates the password and emails the new user a secure one-time link to reveal it; no password field is shown while it’s on. Turn it off to set a Password yourself (at least 10 characters) — type one, or click Generate password to create a strong one and Copy it. See New-user login information.
- Type — leave it as a regular user, or turn on Technical account. (Technical accounts aren’t assigned a security group.)
- User security group — for a regular user, choose the security group that controls what they can access.
Click Add to create the account.
Editing a user
Click a user’s name (or Edit in the row menu) to reopen the side panel and update their first and last name, email, start and end dates, type, and security group. The password isn’t changed here — use Edit password instead.
Setting or resetting a password
Choose Edit password from the row menu to set a new one — type a password or Generate a strong one, Copy it, and Save. To instead let the user retrieve a password themselves, use Resend login instructions — see New-user login information.
Activating and deactivating
From the row menu, Deactivate a user to immediately remove their access (for example when someone leaves), or Activate a deactivated user to restore access. Deactivating now also signs the user out immediately: if they were connected, their session ends on their next action — they can no longer stay connected until the session expires. Deactivating keeps all of the user’s history intact.
Disconnecting users
Disconnecting someone ends their open session without changing their account: they are signed out on their next action and can sign back in, unless they were also deactivated. This is useful when someone leaves or during a security incident.
- Disconnect one person — in the ⋯ menu on their row, choose Disconnect (shown for active users only), then confirm. The person is signed out on their next action.
- Disconnect all users — next to Bulk Import, the Disconnect all users button ends every open session on the account, after confirmation. Your own session is never ended — you stay signed in, and a notification tells you how many people were disconnected.
For the step-by-step, see Disconnecting users.
Security group
Each regular user is assigned one security group, which controls what they can see and do across Nextal. See Security groups for how groups and their permissions work.
Exporting the user list
In the list toolbar, next to Bulk Import, the Export button downloads the users to an Excel file (.xlsx). The export reflects exactly what’s filtered on screen — the current search, filters, and sort are preserved. The button appears with the same user-management permission as the page.
Clicking Export opens a side panel where you choose which columns to include — the default set matches the import template exactly, so the file re-imports with no manual mapping. There is no password column: passwords are never exported.
For the step-by-step and the Excel round-trip, see Exporting users.
Bulk import users (CSV)
Instead of creating accounts one at a time, you can import several at once from a CSV or Excel file. From the user list, click Bulk Import to open a dedicated wizard (its own page, not the side panel). The button is visible with the same user-management permission as the page.
The four steps
| Step | Name | What happens |
|---|---|---|
| 1 | Upload File | Drop a CSV or Excel file (.csv, .xlsx, .xls), up to 10 MB. A sample template is downloadable from this step. |
| 2 | Map Columns | Tell Nextal which file column maps to which user field. It guesses for common headers — double-check. Required columns: First Name, Last Name, Email. |
| 3 | Configure | Choose the import mode and the defaults for new users. A preview of the transformed data shows at the top. |
| 4 | Import | The import runs row by row with live progress and counters (Created, Updated, Deactivated, Failed). |
Step 1 — Upload your file
Accepted formats: CSV (.csv) and Excel (.xlsx, .xls), 10 MB maximum. The first row must contain the column headers; empty rows are skipped. Click Download Sample Template below the drop zone to start from a ready-to-fill file.
The template has one column per field:
| Column | Required | Notes |
|---|---|---|
firstName (First Name) | yes | — |
lastName (Last Name) | yes | — |
email (Email) | yes | Lower-cased; it’s the sign-in identifier and the matching key. |
password (Password) | no | Leave blank to have a password generated automatically. |
userSecurityGroup (Security group) | no | Group name, level or id. Blank ⇒ the Configure-step default applies. |
technical (Technical account) | no | true or false. |
startDateTime (Start date) | no | ISO date (for example 2026-01-15). |
endDateTime (End date) | no | ISO date. |
Step 2 — Map columns
One row per column in your file, with a user-field dropdown and a sample of values to check against. The wizard pre-fills the matches it recognizes (common EN/FR/ES headers). The three required fields — First Name, Last Name, Email — must be mapped before Next is enabled.
Step 3 — Configure: import mode and defaults
The Import mode offers two choices:
- Add / Update (default) — users in the file are added; existing users (matched by email) are updated with the file’s values. Only fields present in the file are changed; the password is never touched on an update.
- Replace — same as Add / Update, and every user who is not in the file is deactivated.
Below the mode, the Defaults for new users section — applied only to created users where the file has no value — lets you set, for the whole batch: the User Security Group, the Technical Account option, the Start Date, and the End Date.
Step 4 — Import
Click Start Import. The import runs row by row with a progress bar and counters — Created, Updated, Deactivated, Failed. In Replace mode, the confirmed deactivations run after the creates and updates, and each deactivated account is also disconnected immediately; a Disconnected counter is then added. Failed rows appear in a table; the Retry Failed button re-runs the import.
Passwords for new users
Accounts created by the import receive an automatically generated password (unless you supply a password column). Because that password isn’t shared with anyone, ask each new user to use the Forgot password link on the sign-in screen to set their own. You can also assign a password manually via Edit password in the user list.
Tips
- Deactivate accounts as soon as someone leaves so access is removed right away — their history stays intact.
- Set an end date for temporary or contract users so their access expires on its own.
- Share generated passwords securely, and have the user change theirs after the first sign-in.