Overview
Steps
Click the user avatar → select Manage Workspace.
Navigate to Organizations → select your organization.
Open Access Management → Users.
Select an existing user or add a new user.
Open the User Detail View to review access and profile information.
Edit user details, group membership, or role assignments as required.
Save the changes.
Managing Users
View all users within the organization.
Open a user’s detailed view to see:
Assigned User Groups
Associated Roles
Inherited Permission Sets
Edit user details and access assignments.
Add or remove the user from User Groups.
Activate or deactivate user access.
Best Practices
Use the User Detail View to validate effective access before making changes.
Prefer User Group–based access over direct role assignments.
Limit direct edits to user access to exception handling.
Review user access regularly for accuracy and compliance.
Deactivate users promptly when access is no longer required.