Documentation

Managing Users

Managing Users

The Users tab in Access Management shows all registered users and allows admins and managers to manage their access.

Users Table Columns

  • Name: User's full name
  • Email: User's email address
  • Role: Current assigned role(s)
  • Status: Active or Inactive
  • Last Login: When the user last signed in
  • Actions: Manage access, assign role, deactivate

Searching Users

  • Use the search bar to filter users by name or email
  • Results update in real-time

Assigning a Role to a User

  1. 1
    Find the user in the table
  2. 2
    Click 'Manage Access' or the role assignment button
  3. 3
    The User Access Dialog opens
  4. 4
    Select the role(s) to assign
  5. 5
    Optionally grant project-level or workspace-level access
  6. 6
    Click 'Save'

Project-Level Access

  • Beyond roles, users can be granted access to specific projects
  • A user with Viewer role but project-level access can view and interact with that project
  • Go to the user's access dialog and select which projects to grant access to

Workspace-Level Access

  • Similar to project-level, users can be given access to specific workspaces
  • Useful for contractors or external collaborators who need access to one workspace only

Deactivating a User

  • Deactivated users cannot log in
  • Their history and data are preserved
  • Reactivate by clicking the activate button

Pagination

  • Users are listed in pages
  • Use pagination controls at the bottom to navigate