Users Overview

Goal

Administer the people in your organization: review the user list, invite or create new users, and assign the roles/groups that control what each user can do.

Before you start

• Prerequisites: A signed-in account with user-administration rights in the active organization.
• Required role/permission: Managing users requires an Admin-level role. A Viewer can see the list but cannot create, edit, invite, or delete users — those controls are disabled (see Viewer (read-only) overview).
• Settings that affect behavior:
  • Active organization — the user list and any new user you create are scoped to the currently selected organization (see Organizations overview).
  • Roles & groups — the role/group you assign decides the user’s permissions across projects, devices, and licensing. Group membership is managed under Security → Groups (/portal/security/groups).
  • Seat / license limits — licensing can cap how many users a feature allows; see Licensing.

Deleting a user is destructive. In the E2E suite, deleting users is restricted to auto-created e2e-portal-* logins inside the configured E2E test organization.

Steps

1. Open Users at /portal/general/users.
2. Review the list of users in the active organization.
3. To add a user, use Invite / Create user, enter their email, and assign an initial role.
4. To change a user’s permissions, open the user and edit their role or group membership (groups live under /portal/security/groups).
5. Save. Invited users receive a sign-in invitation via Keycloak.

1. Open the Users administration screen

   

Related

• User management
• Roles and groups
• Organizations overview
• Viewer (read-only) overview