User Management

💡 You can access this in Access Management > User & Role Management if available see this page for details.

Inviting Users to an Account

Users can be invited via the User Management section, where they are assigned the Base role by default. Additionally, users have the option to select a specific role when inviting another user. The Base role is a predefined role with minimal permissions, granting users access to the platform while restricting them to viewing only their own profile.

Inviting Users from a Role

Users can be invited attached to a specific role by inviting them through the Role Details page - just click on the Users tab and follow the prompts.

Once accepted, they’ll be assigned that role’s permissions, along with the base role.

Revoking an Invitation

Before being accepted, an Admin/Owner can cancel a pending invite directly on either the User Management or Role Details page.

Updating a User’s Roles

Authorized users can give or take away roles from users in User Management.

Removing a User from an Account

Users can be removed from an account by clicking on their name in either User Management (via Actions). This option is only available after they’ve accepted the invitation to join, ensuring that only active users can be removed.