How to manage users

When to manage users

You should manage users when:

• A new team member joins
• A user’s role or responsibilities change
• A user leaves the organization
• You need to review access permissions

Keeping users up to date ensures correct access and security.

Access user management

Follow these steps:

1. Go to Administration → Users
2. Find the user you want to manage
3. Open the user or use available actions

What you can manage

From the Users page, you can:

• View all users
• Edit user details
• Assign or update roles
• Manage invitations
• View former members
• Impersonate users (if authorized)

Updating user roles

To update permissions:

• Click Roles next to the user
• Assign or remove roles
• Save changes

See also: How to assign roles

Managing invitations

If a user has not yet joined:

• Check the Invitations section
• Resend or manage invitations as needed

Handling former members

When a user leaves:

• Remove or deactivate their access
• Move them to Former Members
• Ensure they no longer have system access

Using impersonation

If you need to troubleshoot:

• Use Impersonate to view the system as that user
• Verify access and permissions

Only use this if you are authorized.