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The Users tab is your operational directory: all collaborators on your Sendocki account in a list, with their status, role, team and recent activity. Everything you need to manage HR day-to-day without opening another tool.
This article complements Invite your team which covers the initial onboarding. Here we talk about long-term management: role changes, deactivations, team transfers, activity tracking.
List of Sendocki users

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What you see for each user

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Search and filters

To quickly find a user:

Search by name or email

Search bar at the top — instant

Filter by role

See only your Confirmation Agents, or all Managers

Filter by team

All members of a specific team

Filter by status

Active only, or inactive to do cleanup

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Actions available on a user

Clicking on a user opens their card with the possible actions:
Change first name, last name, email (useful if pro rebranding or change of pro address).
Promotion (Agent → Manager) or reorganization (specialty change). Immediate effect: the user sees their access update at their next login.
Transfer between teams, or multi-teams for a Manager supervising several groups.
The user can no longer log in but remains in history. Useful for sick leave, disciplinary suspension, trial period.Difference from delete: deactivate = reversible (reactivation in 1 click). Delete = permanent.
Sends an email to the user with a link to set a new password. Useful if they forgot it and can’t use the “forgot password” themselves.
Direct link to this user’s KPIs (orders processed, confirmation rate, commissions earned). Useful for annual reviews.
Irreversible deletion. This user’s past actions remain in history (with their name memorized), but they can no longer log back in and their account is freed.To use only for: definitive departures with explicit account deletion request (CNDP / GDPR), or duplicate cleanup.

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Bulk actions

To manage several users at once:
1

Check the concerned users

Boxes on the left
2

Bulk actions menu appears

At the top of the list
3

Choose the action

  • Assign to a team
  • Change role
  • Deactivate
  • Export (CSV)
Time savings: if you reorganize 30 agents between 2 teams, bulk saves you 28 manipulations.

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User lifecycle

You invited someone but they haven’t clicked the email link yet. The invitation expires after a few days.Possible action: resend the invitation, cancel the invitation.
The user accepted the invitation, created their password, and uses Sendocki normally.Possible actions: everything (modify, deactivate, delete, etc.).
The user can no longer log in but their account exists. Their past actions remain visible. You can reactivate them at any time.Common uses: long sick leave, suspension, temporary departure.
The account is permanently closed. The user can no longer log back in. Their historical actions remain visible with their memorized name (traceability).To free the email for a new account: take the time to delete properly.

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Security — who can do what on users

A Manager cannot deactivate or modify the Owner account — protection against hostile coups in the team. Only the Owner can delegate or transfer their role.

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Typical use cases

  1. Deactivate their account immediately (cut access)
  2. Reassign their ongoing orders to another agent (from Orders page)
  3. Check that no unpaid commission is owed to them (Commissions page)
  4. Delete permanently after a few months (in case of need for quick reactivation)
  1. Modify their role in the Users list
  2. Assign them the teams they will supervise
  3. Explain to them the new features they now have access to (invite others, see financial KPIs, etc.)
  1. Invite by email (see Invite your team)
  2. Once account created, assign to the target team
  3. The user immediately inherits team rules (commissions, permissions)
Filter on “Last login > 30 days” — list of inactive users. To question: still in position? To deactivate?

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What’s next?

Teams

Organize your users into groups

Commissions

Configure your agents’ compensation

Invite your team (first steps)

The initial onboarding guide with available roles