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User Management

Manage users, roles, and permissions across your organization.

User Lifecycle​

Inviting Users​

Single Invitation​

  1. Go to Organization Settings → Users
  2. Click Invite User
  3. Enter:
    • Email address
    • Organization role
    • Workspace access
  4. Click Send Invitation

Bulk Invitation​

  1. Click Bulk Invite
  2. Upload CSV with emails
  3. Set default role
  4. Send invitations

User Roles​

Organization Roles​

RoleDescription
Org AdminFull organization management
MemberStandard organization member

Workspace Roles​

RoleCapabilities
AdminFull workspace control, settings access
EditorCreate, edit, delete all content
ContributorCreate, edit assigned content
ViewerRead-only access

Permission Matrix​

ActionAdminEditorContributorViewer
View content✅✅✅✅
Create content✅✅✅❌
Edit any content✅✅❌❌
Edit assigned✅✅✅❌
Delete content✅✅❌❌
Manage settings✅❌❌❌
Manage users✅❌❌❌

Managing Workspace Access​

Grant Access​

  1. Open workspace settings
  2. Go to Users
  3. Click Add User
  4. Select user and role
  5. Save

Modify Access​

  1. Click on user
  2. Change role
  3. Save

Revoke Access​

  1. Select user
  2. Click Remove Access
  3. Confirm

User Status​

StatusMeaning
ActiveUser can log in and access
PendingInvitation sent, not accepted
DeactivatedAccess suspended

Deactivating Users​

When someone leaves:

  1. Go to Users
  2. Select user
  3. Click Deactivate
  4. User loses access but data is preserved

Audit Trail​

Track user actions:

  • Login history
  • Content changes
  • Permission changes

Access via Organization Settings → Audit Log

Best Practices​

  1. Least privilege — Give minimum necessary access
  2. Regular review — Audit user access periodically
  3. Prompt deactivation — Remove access when people leave
  4. Document roles — Define what each role should do
  5. Use workspace roles — Don't make everyone org admin

Next Steps​