Manage Team
Configure user permissions, roles and status.
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Entity Managers view, search and manage user access on the Admin > Team Management > Users tab. They use the Admin > Team Management > Roles tab to audit the list of permissions associated with a Role.
Edit User Access​
Users are marked as Active once they log into the Dashboard. To disable user access, use the Edit Status dropdown in the User Actions menu on the Users tab.
Audit User Roles and Permissions​
All users are assigned one or more Roles when they are provisioned to access the Dashboard. Roles are assigned in two ways depending on your Organization's Login method preference:
- Single-Sign-On Organizations: An Entity Manager uses the Role Mapping interface to map Roles to user groups within your organization's Identity Provider. These groups are typically set up as by IT teams who configure Identity Provider setups (for example, Okta group attribute). A user's Roles are refreshed & validated on every login.
- Passkey based Login: An Entity Manager manually assigns Roles to individual users as part of inviting a new user to the Entity. These roles can be manually changed later.