User Management
The User Management Page allows workspace owners and administrators to control access to their workspaces by adding, managing, and removing users. Users can be assigned one of four roles: Owner, Admin, User, or Contributor. Additionally, the page provides visibility into active users and pending invitations, facilitating efficient workspace collaboration. Here's a detailed overview of how to use these features:
Navigation
Invite Users
Manage Active Users
Manage Pending Invitations
To access the User Management page, open a workspace and then click on the “User Management” tab to view a list of all active and pending users for the selected workspace.
Invite users to join the workspace by clicking the “Send Invite” button.
A pop up box will appear to enter the users email addresses and select their role.
Role Descriptions:
Owner: The workspace creator with full control over management, including editing, deleting, and inviting users.
Admin: Holds similar management capabilities as the Owner but isn't the creator.
Contributor: Can upload files with the import wizard to enrich the workspace's content.
User: Has view-only access to the workspace's content and insights.
Once you’ve entered the the users email and role, click the “Invite” button.
Owners and Admins can Review the list of active users and adjust their roles or revoke access as required.
To change a users role or revoke access, click the 3 dots in the table row with the users name.
Click “Change Role” then a pop up box will appear. Open the list of roles by clicking the role field to update the user to an alternate role.
Click “Revoke Access” then a confirmation box will appear. Click “Confirm” to proceed with revoking the users access.
Monitor pending invitations and cancel invitations that are no longer needed.
To cancel an invitation, click the 3 dots in the table row with the users name.
Click “Cancel Invitation” then a confirmation box will appear. Click “Confirm” to proceed with cancelling the invitation.
Navigation
Invite Users
Manage Active Users
Manage Pending Invitations
Navigation
To access the User Management page, open a workspace and then click on the “User Management” tab to view a list of all active and pending users for the selected workspace.
Invite Users
Invite users to join the workspace by clicking the “Send Invite” button.
A pop up box will appear to enter the users email addresses and select their role.
Role Descriptions:
Owner: The workspace creator with full control over management, including editing, deleting, and inviting users.
Admin: Holds similar management capabilities as the Owner but isn't the creator.
Contributor: Can upload files with the import wizard to enrich the workspace's content.
User: Has view-only access to the workspace's content and insights.
Once you’ve entered the the users email and role, click the “Invite” button.
Manage Active Users
Owners and Admins can Review the list of active users and adjust their roles or revoke access as required.
To change a users role or revoke access, click the 3 dots in the table row with the users name.
Change Role
Click “Change Role” then a pop up box will appear. Open the list of roles by clicking the role field to update the user to an alternate role.
Revoke Access
Click “Revoke Access” then a confirmation box will appear. Click “Confirm” to proceed with revoking the users access.
Manage Pending Invitations
Monitor pending invitations and cancel invitations that are no longer needed.
To cancel an invitation, click the 3 dots in the table row with the users name.
Click “Cancel Invitation” then a confirmation box will appear. Click “Confirm” to proceed with cancelling the invitation.
Updated on: 01/02/2025
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