Users & permissions

Before you begin

• The teammate’s name, work email and intended responsibilities.
• Permission to manage users and security groups.

How to use it

1. 1

   Review the security group

   Open User groups and check the permissions for the intended role. Use a group that matches the person’s actual work.

2. 2

   Create the user

   In Users, add the teammate’s details and select the appropriate group. Review employee and chat-related settings when relevant.

3. 3

   Send the activation invitation

   Use the activation or invitation controls for the account. The teammate completes their profile and password setup through that invitation.

4. 4

   Check the account state

   Review whether the account is active or waiting for an invitation response. Use Resend invitation only when needed.

5. 5

   Maintain access

   Update the group or account status as responsibilities change. Review permissions before granting broader access.

Screen walkthrough

Select a screenshot to zoom in. These are actual platform components using fictional example data.

Explore this screen

01The user workspace shows account status, groups and invitation controls.

Common questions