Users and Groups

Admins manage users and groups from the Administration section. Use these tools to onboard users, assign roles, organize teams, and control access. For how roles interact with sharing (who can view or edit Assistants and Workflows), see Permissions & Sharing.

Manage Users

Users Grid

The Manage Users tab shows a grid of all users with:

• Name, email, role, status
• Created date, last activity
• Action buttons (Edit, Disable, Lock, etc.)

Adding a User

1. Click Add User (or similar)
2. Enter email, name, and role
3. Click Create or Save
4. The user receives a welcome email with a link to set their password (if password-based auth is used)

Editing a User

1. Click Edit on the user row
2. Update name, role, or other fields
3. Click Save

Disabling a User

• Click Disable to deactivate the account
• The user can no longer log in
• Use this when someone leaves; prefer disabling over deleting to preserve history

Locking a User

• Click Lock to lock the account
• The user is immediately logged out and cannot sign in until unlocked
• Use for security incidents or policy violations

Forgot Password

• Click Forgot password (or equivalent) to send a password reset email
• The user receives a link to set a new password
• Use when a user is locked out or forgets their password

Manage Groups

Groups Grid

The Manage Groups tab shows a list of groups with names and member counts.

Creating a Group

1. Click Create Group
2. Enter group name
3. Add members (select users from a list or search)
4. Save

Editing a Group

1. Click Edit on the group
2. Add or remove members
3. Change the group name if needed
4. Save

Deleting a Group

1. Select the group
2. Click Delete
3. Confirm

Deleting a group does not delete the users; it only removes the group and its associations.

Best Practices

• Use groups to organize users by team, project, or department
• Disable users who leave instead of deleting (preserves audit trail)
• Lock users immediately if a security issue is suspected
• Roles – Assign the correct role: Admin (full control), Creator (can create and edit Assistants/Workflows when permitted), Operator (view and run only; cannot edit or be granted edit). See Permissions & Sharing.