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Managing users

Admins can manage all users from the Users module at any time — review user state, activate access, and deactivate access when required.

note

Only Admins can access user management capabilities.

Viewing the user listViewing the user list

From the Users module, Admins can view all workspace users, including:

InvitedActivePending

This view helps track who currently has access and who still needs to complete onboarding.

Activating a userActivating a user

Activate a user when they should have access to the workspace — for example after a new invite is accepted, or when a previously deactivated user needs access again.

  1. Open the Users module.
  2. Locate the user in the list.
  3. Set the user status to active.
  4. Save the change.

The user can then access the workspace based on their access level.

Deactivating a userDeactivating a user

Deactivate a user when access should be removed — for example offboarding, a contractor engagement ending, or a temporary security pause.

  1. Open the Users module.
  2. Locate the user in the list.
  3. Set the user status to deactivated.
  4. Confirm and save.

Deactivated users lose workspace access immediately.

warning

Deactivation takes effect right away. Confirm ownership handoffs before deactivating users with critical responsibilities.

Pending usersPending users

Pending users are invited users who have not yet accepted their invitation.

If someone stays pending:

  1. Verify the email address is correct.
  2. Ask them to check spam or filtered folders and the in-app notification bar.
  3. Re-send the invite if needed.
Moving from another workplace

If the invitee already belongs to another workplace, remind them that accepting moves them here. If they are an Admin there, all users in that previous workplace are deleted when they accept. See Inviting users.

TipsTips

Review regularly
Remove unused access promptly.
Offboarding
Deactivate as soon as offboarding is confirmed.
Limit Admins
Keep Admin access to operationally necessary accounts.
Pending invites
Monitor pending invites so new members can onboard without delays.
tip

For role definitions and access scope, see User access levels.