User Management

Manage users, invitations, sessions, and login activity in your organization.

Last updated: 2026-01-26 Where to find it: Users, Invitations, Sessions, and Login Attempts (left sidebar) Who can use it: Admin roles with User Management permissions Prerequisites: Access to the correct tenant or organization Help link: /user-management

How to do it

Invite a new user

1. Go to Users → Invite User.
2. Enter the user's email address.
3. Select a role from the dropdown.
4. (Optional) Add a personal message.
5. Click Send Invitation.

Edit a user

1. Go to Users → Find the user.
2. Click Edit (or select the user row).
3. Update details or roles.
4. Click Save Changes.

Assign a role

1. Go to Users → Find the user.
2. Click Edit.
3. In Roles, add or remove roles.
4. Click Save Changes.

Deactivate a user

1. Go to Users → Find the user.
2. Open the actions menu (⋮).
3. Select Deactivate and confirm.

Revoke a session

1. Go to Sessions.
2. Find the session to revoke.
3. Click Revoke.

Resend an invitation

1. Go to Invitations.
2. Find the pending invitation.
3. Click Resend.

What you'll see (fields/columns)

Users list

Column	Type	Description
Name	Text	User's display name
Email	Email	User's email address
Role	Badge	Assigned role(s)
Status	Badge	Active, Inactive, or Pending
Last Login	Timestamp	When the user last signed in
Actions	Menu	Edit, Deactivate, Delete

Filtering and search

Filter	Type	Description
Search	Text	Find users by name or email
Status	Select	Filter by Active, Inactive, or Pending
Role	Select	Filter by assigned role

User profiles

User profiles store personal and contact details for each user. For profile editing, see User Profiles.

Invitations

Field	Type	Description
Email	Email	Invitee's email address
Role	Select	Role to assign on acceptance
Message	Text	Optional personal message
Expires	Timestamp	When the invitation expires

Invitation statuses

Status	Description
Pending	Awaiting acceptance
Accepted	User completed registration
Declined	User declined the invitation
Expired	Past expiration date
Cancelled	Revoked by administrator

Sessions

Column	Type	Description
User	Text	User's name
Device	Text	Browser and operating system
IP Address	Text	Connection IP address
Started	Timestamp	When the session began
Last Active	Timestamp	Most recent activity
Actions	Button	Revoke session

Login attempts

Column	Type	Description
Timestamp	Timestamp	When the attempt occurred
IP Address	Text	Source IP address
Status	Badge	Success or Failed
Reason	Text	Failure reason (if applicable)

Screenshot / Callout

Expected outcome

• Users receive invitations and appear in the list with the correct status.
• Role changes take effect after saving.
• Revoked sessions end on the next refresh.

Troubleshooting

• User not receiving invitation? Check spam folder. Verify email address is correct. Try resending.
• Can't edit a user? You may not have the required permissions. Contact your administrator.
• User shows as Pending? They haven't accepted their invitation yet.
• Session won't revoke? Refresh the page and try again.

Related

• User Profiles — Update profile details
• Roles — Managing roles and permissions
• Authentication — Sign-in and MFA
• FAQ — Common questions and troubleshooting