Managing users is how you control who has access to the platform. From the Users page you grant access to new people, review who currently has it and what they can do, and revoke access when someone no longer needs it.

Users appear as a grid of cards you can search by name. Each card identifies a user and shows the roles assigned to them, which determine what that user can see and do. A card also flags when a password reset is pending for that user.

Granting Access

To add a new user, select the Create user card and complete the form:

1. Enter the user's first name and last name.

2. Enter the user's email. An email is required.

3. Assign one or more roles. Roles are optional and can be added later.

4. Click Save to create the user, or Cancel to discard.

The new user appears in the grid once saved.

Reviewing a User

Selecting a user opens their detail view, where you can see and update their email, name, and assigned roles. Adjusting a user's roles here is how you change what they are able to do on the platform.

Removing Access

When someone no longer needs access, you remove their user from the detail view:

1. Open the user from the Users grid.

2. Open the three-dot menu in the top right.

3. Select Delete. A confirmation dialog opens, noting that the action cannot be undone.

4. Click Delete to confirm, or Discard to cancel. A confirmation message appears once the user is

removed.