Users & Roles

The Users tab in the Identity & Access module keeps every user account and role in one manageable view, making it easy for any teammate to maintain secure, compliant access.

Purpose of the Users Tab

• Display every user in a single list with powerful search and filters.
• Narrow the list by role, status, or creation date to quickly locate the right account.
• Create new users, update existing accounts, toggle activity, and restore deleted users from one screen.
• Assign roles to enforce access levels that align with internal policies.

Working with the User List and Filters

• Overview cards: At the top of the page you see total users, active users, admins, and users added in the last seven days.
  
• Search and filters: Use the search bar for names, emails, or usernames. Apply role (Admin, Editor, Viewer) and status (Active, Inactive) filters. Enable Include Deleted to surface removed accounts.
  
• Sorting: Sort by name, email, creation date, or last sign-in in ascending or descending order.
• Table customization: Table Settings lets you hide or show columns, toggle avatars, and choose the page size.
• Row actions: The More actions menu at the end of each row includes edit, activate/deactivate, and delete actions. Deleted users only show the Restore action.

Creating a New User

Select New User.

Field	Description
First Name	User's first name (required). Must be at least 2 characters. Only letters, spaces, dots, and hyphens are allowed.
Last Name	User's last name (optional). Only letters, spaces, dots, and hyphens are allowed if provided.
Email Address	User's email address (required). Must be a valid email format. The system automatically checks if the email is already in use and displays real-time availability status.
Password	Initial password for the user account (required). Must be at least 8 characters long. This field is only shown when creating a new user, not when editing.
Role	User's access level (required). Choose from three options: Admin (full access to all features and settings), Editor (can create and modify content), or Viewer (read-only access to content). Default is Editor.
Send Invitation Email	Toggle to send login credentials and welcome email to the new user (optional). This option is only available if the email server is properly configured. If email configuration is not set up, this option will be disabled and a warning message will appear with a link to configure the email server.

Note: All fields marked as required must be completed before you can create the user successfully.

Managing Existing Users

• Edit profile: Click the user name or choose Edit to adjust name or role details.
• Change role: Update the Role field in the edit view; the new permissions apply immediately.
• Toggle status: Use Deactivate or Activate to pause or reinstate access. Pending users cannot sign in until they accept their invitation.
• Delete: Selecting Delete archives the account as Deleted. The action is reversible from the same screen; permanent deletion is handled elsewhere.

Restoring Deleted Users

1. Enable Include Deleted in the list view.
2. Deleted accounts show a Deleted badge in the Status column.
3. Choose Restore to bring the account back. Restored users return as Inactive with their previous details, and you can re-enable access via Activate.

Roles and Permissions

Role	Typical owners	Access level
Admin	System administrators, security leads	Full access across modules, including user administration, SSO configuration, and deletion actions.
Editor	Operations and content teams	Create and update workflows, models, and data sources with limited access to critical settings.
Viewer	Auditors, executives	Read-only visibility of all data without permission to modify or delete records.

Note: The Identity & Access interface only exposes the predefined roles above. For additional roles, contact your system administrator to configure them at the platform level.