Introduction

This guide provides detailed instructions for managing user accounts and roles within your organization using the User Manager and the Role Manager pages. These tools offer streamlined interfaces to help you efficiently oversee user accounts, enforce Multi-Factor Authentication (MFA), and customize roles with specific permissions tailored to your organizational needs.

The User Manager section focuses on adding and managing user accounts. The Role Manager section explains how to create and configure roles, providing flexibility in assigning permissions to align with your organization's workflows.

User Manager

The User Manager page provides a centralized interface for managing user accounts within your organization. It displays a detailed list of users, including their name, creation date, last activity in the User Manager, account state (e.g., invited, active, disabled), and MFA status (e.g., enabled, disabled). You can manage individual users through the three-dot menu, which allows you to edit their name or role, disable their account, remove them from the tenant, or enable MFA. This page also allows you to filter users by their state or creation date and search for specific users by name or email. In addition, you can use the Add New User button to create new accounts or use the MFA Settings button to modify the MFA settings for your organization.

Add a New User

Adding a new user to your organization is straightforward with the User Manager page. Start by clicking the blue Add New User button above the User List. In the form that appears, input the new user's first name, last name, and email address. Next, assign the appropriate role to the user by selecting it from the dropdown menu. Once all fields are complete, click the blue Save button to finalize the user's account.

Require Multi-Factor Authentication

Requiring Multi-Factor Authentication for all users enhances the security of your organization. To enable this feature, click the blue MFA Settings button above the User List. Then, toggle the Require MFA switch to Yes. Once enabled, all users who have not yet set up MFA will be prompted to enroll during their next login. Users who already have MFA enabled will not experience any changes. If needed, you can toggle this setting to No to make MFA optional. After selecting your desired setting, click the blue Save button to apply the changes.

Role Manager

The Role Manager page provides an overview of all roles within your organization. This table displays key details, including the role name, description, and the number of permissions assigned to each role. By clicking the three-dot menu at the end of a role record, you can view the role's details or create a copy of the role using the clone option.

Please note that the Role Manager is currently under development. As a result, some roles and permissions may no longer align with the product's current features. To minimize confusion, any deprecated permissions have been disabled and are displayed as greyed-out options. These cannot be selected when creating or editing roles. Similarly, certain permissions may also appear greyed out based on the organization's platform license. We appreciate your patience as we refine the Role Manager functionality.

Add a New Role

Creating a custom role allows you to tailor permissions for specific organizational needs. To add a new role, click the Add New Role button above the roles list. Enter a descriptive name and a description of the role to distinguish its purpose. Next, configure the role's permissions by selecting the appropriate checkboxes for the actions the role should be allowed to perform. Once you have finalized the configurations, click Save to create the role.