---
title: "GENERAL tab"
slug: "general-tab-2"
status: "update"
updated: 2025-10-30T17:12:52Z
published: 2025-10-30T17:12:52Z
canonical: "docs.zpesystems.com/general-tab-2"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zpesystems.com/llms.txt
> Use this file to discover all available pages before exploring further.

# GENERAL Tab

Only an Administrator can access and manage users on this page. This section provides information on the tasks that can be performed on the ZPE Cloud users.

![](https://cdn.document360.io/763c5fb1-b9af-4ccd-9ad6-cf28ae4cd5a3/Images/Documentation/image-OD102MRJ.png)

### Export List of Users

The user listing can be exported.

1. Go to *USERS :: GENERAL*.
2. Use **Search** to filter the listing.
3. On the upper right, click the **Cloud** icon and click **Export user list to CSV**.

![](https://cdn.document360.io/763c5fb1-b9af-4ccd-9ad6-cf28ae4cd5a3/Images/Documentation/image-S8DVEC0I.png)
4. The file is saved in the local default *Download* folder.

### Add a User

This section provides information on how add ZPE Cloud users:

1. Go to *USERS :: GENERAL*.
2. Click **+ADD** (displays dialog).

![](https://cdn.document360.io/763c5fb1-b9af-4ccd-9ad6-cf28ae4cd5a3/Images/Documentation/image-SQ690IEX.png)
3. Enter the email address of the user you want to include in the ZPE Cloud instance.
4. From the **Groups** drop-down, select one.

> [!NOTE]
> NOTE
> 
> By default, ZPE Cloud has User and Administrator groups and you can create custom groups. User is the default group for new users and you can change the default group to another group. For more information on creating or editing a group for a user, see the [Groups](https://docs.zpesystems.com/zpe-cloud/docs/groups-section) section.
5. Click **SAVE**.

> [!NOTE]
> NOTE
> 
> An invitation will be sent to the user's email. The user must accept the invitation and set up a password. The password must be at least 10 characters long and include at least one capital letter, one number, and one special character.

### Edit a User

1. Go to *USERS :: GENERAL*.
2. In the table, locate the user and select the checkbox.
3. Click **EDIT** (displays dialog).

![](https://cdn.document360.io/763c5fb1-b9af-4ccd-9ad6-cf28ae4cd5a3/Images/Documentation/edit-user.png)
4. Make changes, as needed.

> [!NOTE]
> NOTE:
> 
> When you select a GUEST user to edit their details, you will see a message stating, "You cannot edit personal information of a GUEST." This means you can only edit the group type. Other user details, such as email address, name, and phone number, cannot be modified.
5. Click **SAVE**.

### Delete a User

1. Go to *USERS :: GENERAL*.
2. In the table, locate the user and select the checkbox.
3. Click **DELETE**.

A confirmation box is displayed

![](https://cdn.document360.io/763c5fb1-b9af-4ccd-9ad6-cf28ae4cd5a3/Images/Documentation/image-EDNXAQ1I.png)
4. Click **DELETE** to confirm.

### Lock a User

This disables the user account.

1. Go to *USERS :: GENERAL*.
2. In the table, locate the user and select the checkbox.
3. Click **LOCK**.

If the account needs to be reactivated, it's only necessary to select it and click the **UNLOCK** button.

### Unlock a User

This reactivates the Locked user account.

1. Go to *USERS :: GENERAL*.
2. In the table, locate the locked user and select the checkbox.
3. Click **UNLOCK**.

### Convert Remote Users to Local Users

1. Go to *USERS :: GENERAL*.
2. On the listing, select the checkbox of Remote user.
3. Click **MAKE USER LOCAL**.

The user is sent an email that includes a link to create a new ZPE Cloud password.

### Reset MFA Token

This function is only available to Company Admin. See [MFA Configuration](/zpe-cloud/docs/general-tab-2#_MFA_Configuration).