Manage Users and Permissions
This guide covers how to manage existing users in your account, including updating user details, managing roles and permissions, and implementing access controls.
User Management Dashboard
Accessing the Dashboard
Log in to your account with administrator privileges
Navigate to "Settings" in the main navigation
Select "Team Members" from the dropdown menu
The Team Members dashboard provides a comprehensive view of all users in your organization, including:
- Active users
- Pending invitations
- Recently removed users
- User activity logs
User Roles and Permissions
Understanding Default Roles
The system includes the following predefined roles:
Role |
Description |
Capabilities |
Admin |
Full system access |
Can manage all settings, users, billing, and resources |
Member |
Standard user access |
Can access and modify resources but not manage users or billing |
Viewer |
Read-only access |
Can view resources but cannot make changes |
Billing Admin |
Financial control |
Can manage billing and subscriptions but not other admin tasks |
Custom Role Creation
For organizations with specific needs:
Navigate to Settings > Roles
Click "Create New Role"
Enter a role name and description
Configure permissions by selecting capabilities
Click "Create Role"
Permission Categories
Permissions are organized into the following categories:
- User Management: Invite, remove, and modify user access
- Resource Access: Create, view, edit, and delete resources
- Billing: Access to payment methods, invoices, and subscription changes
- API Access: Ability to create and manage API keys
- Audit Logs: Access to system activity records
- Settings: Modify organization-wide settings
Managing Individual Users
Viewing User Details
From the Team Members dashboard, locate the user in the list
Click on their name to access their profile
On the user's profile page, click "Edit Profile"
Update relevant information:
- Name
- Job title
- Department
- Contact information
Click "Save Changes"
Managing User Access
Changing a User's Role
Navigate to the user's profile
Click "Change Role"
Select the new role from the dropdown menu
Click "Update Role"
Assigning Project-Specific Permissions
For granular access control:
Navigate to the user's profile
Click "Custom Permissions"
Select the projects or resources to modify
Set specific access levels (View, Edit, Admin)
Click "Save Permissions"
Account Security Options
Enforcing Security Requirements
As an administrator, you can require specific security measures:
Go to Settings > Security
Configure requirements:
- Password complexity
- Password expiration
- Two-factor authentication requirement
- Session timeout period
Click "Save Security Settings"
Resetting User Passwords
If a user cannot access their account:
Navigate to the user's profile
Click "Security" tab
Select "Reset Password"
The user will receive an email with password reset instructions
Forcing Password Reset
For security purposes:
Navigate to the user's profile
Click "Security" tab
Select "Require Password Change"
The user will be prompted to create a new password on their next login
Bulk User Management
Bulk Actions
For managing multiple users simultaneously:
From the Team Members dashboard, select users by checking the boxes
Click "Bulk Actions" button
Choose from available options:
- Change role
- Require password reset
- Remove users
- Force 2FA enrollment
Confirm the action
Importing Users
To add multiple users from an external source:
Go to Settings > Team Members
Click "Import Users"
Download the template CSV file
Fill in user information
Upload the completed file
Review the import preview
Click "Complete Import"
User Activity and Audit Logs
Viewing User Activity
To monitor user actions:
Navigate to Settings > Audit Logs
Filter by:
- User
- Date range
- Action type
- Resource affected
Export logs if needed for compliance purposes
Setting Up Activity Alerts
Create notifications for specific user activities:
Go to Settings > Activity Alerts
Click "Create New Alert"
Configure trigger conditions
Set notification recipients
Click "Save Alert"
Troubleshooting User Management
Common Issues and Solutions
Best Practices
- Regular Access Reviews: Conduct quarterly audits of user access and permissions
- Role-Based Access: Use roles rather than individual permissions when possible
- Documentation: Maintain clear documentation of your permission structure
- Principle of Least Privilege: Grant only the permissions necessary for each role
- Offboarding Process: Create a standardized procedure for removing users
- Training: Ensure administrators understand how to properly manage user access