Manage users and access

The user area brings together people and their accesses in the active context. In the interface, a membership is the link between a user, a workspace or organization and the profile assigned in that context.

In Users, visible people appear in alphabetical order by full name. Search and filters preserve that order.

What you will do

You will locate users, consult their links and, when the actions are available, create invitations or update the accesses presented by the platform.

Who can do this

The Group Administrator and Organization Administrator profiles can access Users and Memberships. The group administrator only acts within the group itself and the affiliated organizations; the organization administrator only acts within the authorized organization. The available actions may be different for each profile.

Before you start

• Confirm the active organization and the administrative profile associated with it.
• Have the person's professional name and email when you need to create a user.
• Decide access within the active group or one of its organizations and which profile the person should receive.
• Grant only the necessary access. The platform confirms the authorization when saving each change.

Menu path

In the main menu, select Admin → Users to manage people. To view links, select Admin → Memberships.

Steps

1. In Users, use the search or filter by status, profile and organization to locate a person.
2. On larger screens, choose Cards or Table above the list. Cards are the initial view; both options show the same filtered users. On small screens, the list automatically appears as cards. If you selected Table, that choice returns when the screen widens. Check profiles and the organization on a card or in a table row.
3. Select New user and enter the full name and email. Creation sends an invitation; you do not set the person's status.
4. If you administer a group, confirm the active workspace shown by the platform. You may assign Workspace Administrator in that group when the option is available; the organization step is then skipped. For another profile, choose an organization linked to the active group. Searching for workspaces in other groups is not part of this flow. If you administer only an organization, the step shows your organization directly, without access to the parent group or peer organizations.
5. For each organization shown, choose a profile. Organization Administrator uses all enabled modules; Organization Analyst starts with enabled modules selected, which you can reduce. A custom profile's modules follow its permissions and are not chosen separately. A module enabled later is not automatically added to an existing analyst membership.
6. Review the information and use Send invitation. For an existing user, use the edit option, follow the same steps and save only the intended changes.
7. When available, open Actions on a card or table row to resend an invitation, send a password reset or deactivate a user. Read the confirmation before continuing.
8. To remove a specific access, edit the user, clear the corresponding organization or workspace and review the notice. If it is the last membership, the person will have no workspace or organization access after saving.
9. To interrupt access without deleting the identity, select Disable, read Disable user and confirm. Permissions and history are preserved.
10. If you manage a group and Delete identity is available for a person whose access is limited to that group, use the action only when permanent removal is necessary. Check the impacts, choose how to handle active responsibilities when requested and confirm only after reviewing the selected user.
11. In Memberships, search by user or organization and filter by profile or status.
12. Check the user, organization, type, profile and status of the link. If necessary, use Export to get the filtered items.

Expected result

The platform informs User created or User updated when maintenance is completed. In Memberships, the visible links reflect the users, organizations, profiles and status of the active context. Deactivation blocks access and preserves permissions; identity deletion permanently removes the account, but retains activities and histories associated with the original identifier.

Common problems

Related tasks

• Administration overview
• Manage organizations
• Create and manage access profiles
• Consult modules and licenses
• Set up MFA
• Manage profile and password