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, with inline controls to change a role, reset a password, or activate/deactivate an account.

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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.
  • Change a user's role inline with the role dropdown and Set.
  • Reset a password for genuine access recovery only.
  • Deactivate accounts that should no longer sign in.
  • Choose the right linked-resource action during deactivation: keep linked, unlink, or delete.

Put it into practice

  1. Read the Active / Inactive cards, then open Filters to narrow by Status and Role for a focused review.

    InteractionsUsers page: check the summary cards, click Filters, set Status/Role, and Apply.

  2. Scan the table (Username, Email, Role(s), Status) to find the account you need to act on.

    InteractionsUsers table: locate the target row.

  3. To change access, pick a new role in the row's Change Role dropdown and click Set. Prefer role changes over password resets when the issue is permissions.

    InteractionsUsers table: Change Role dropdown → Set.
    Open workflow: Roles

  4. For access recovery, click Reset in the row, then set and confirm a new password (at least 8 characters) in the modal.

    InteractionsUsers table: Reset → Reset Password modal → Reset password.

  5. To enable or disable sign-in, use the row's Activate or Deactivate button. For users with linked resources, choose one deactivation action in the modal: Keep linked (default), Unlink, or Delete linked resource. Onboard a new person with New User, assigning least privilege.

    InteractionsUsers table: Activate/Deactivate button; or click New User to add a member.
    Open workflow: Create User

What to review

Status summary cards

Two cards, Active and Inactive, with counts so you can spot access-cleanup work at a glance.

Filters

A Filters toggle (with 'active' badge) exposing Status (All / Active / Inactive) and Role (All roles + role names), with Apply and Clear buttons.

Users table

Columns: Username, Email, Role(s), Status, Change Role, Reset Password, and Set Status.

Change Role control

An inline role dropdown plus a 'Set' button on each row that reassigns the user's role immediately.

See guide: Roles

Reset Password modal

A 'Reset' button opens a modal ('Setting a new password for [username].') with New password (required, min 8 chars) and Confirm password fields, plus Cancel and 'Reset password' buttons.

Set Status control

An 'Activate' or 'Deactivate' button per row (depending on current status) that toggles whether the user can sign in. If a user has linked resources, Deactivate opens a modal with three actions: Leave Resource Linked to User (default), Unlink the resource when deactivating, or Delete linked resource when deactivating.

New User action

Starts the create workflow for adding a new workspace member.

See guide: Create User

Guardrails

  • User records should retain clear status and role values so audits and support actions remain trustworthy.
  • Reset Password requires a new password of at least 8 characters and a matching confirmation.
  • Deactivating a user blocks sign-in immediately, so confirm you have the right account before doing it.
  • When deactivating a user with linked resources, confirm whether the correct action is keep, unlink, or delete before submitting the modal.
  • User administration is an admin-level capability.
  • Changing roles, resetting passwords, and toggling status all require admin access to this page.

If it starts drifting

  • If a user cannot access expected pages, change their Role before resetting credentials — it is usually a permissions issue.
  • If Reset Password fails, confirm the two password fields match and meet the 8-character minimum.
  • If a deactivated user still appears active elsewhere, refresh — the Set Status change applies on save.
  • If deleting a linked resource fails, it is usually referenced elsewhere. Retry deactivation with 'Unlink the resource when deactivating' instead.