Documentation Users
Detailed guide

Users

Workspace membership management for inviting, reviewing, and maintaining team access.

Users manages workspace access. It exists so the right people can work and the wrong people cannot.

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Quick summary Step by step Guardrails Troubleshooting Related workflows

Quick summary

  • Filter to inactive or role-specific users when auditing access.
  • Use reset password only for genuine access recovery, not as a replacement for role changes.

Put it into practice

  1. Start by filtering users by status or role so access review is focused and actionable.

    InteractionsUsers page: use search, role filters, and status filters above the users table.

  2. Review user rows for account state and role assignment before taking action.

    InteractionsUsers table: inspect role and status pills for each relevant row.

  3. Use New User when onboarding new members and assign least-privilege role at creation time.

    InteractionsUsers page: click New User and complete identity plus role fields.
    Open workflow: Create User

  4. Use row-level admin actions to activate, deactivate, or reset password only after confirming user identity and issue type.

    InteractionsUsers table row actions: choose activate/deactivate or reset password for the intended user.
    Open workflow: Reset Password Modal

  5. If access behavior still looks wrong, verify role design and assignment at the role-management layer.

    InteractionsAfter user action, open role configuration to validate permission bundle alignment.
    Open workflow: Roles

What to review

Page header

Confirms you are in workspace membership administration.

New User action

Starts the invite or creation workflow for a new team member.

Status summary cards

Show how many users are active or inactive and help you spot access cleanup work.

Search and filter bar

Use role and status filters before reviewing the table when the workspace is large.

Users table

Each row shows the account state, role context, and available actions.

Reset Password modal

Use this support action when a user cannot access the workspace and needs credentials reset.

Role and status pills

These let you interpret access posture quickly without opening each record.

Guardrails

  • User records should retain clear status and role values so audits and support actions remain trustworthy.
  • User administration is an admin-level capability.

If it starts drifting

  • If a user cannot access expected pages, check their role before resetting credentials.