User Management

User Management lets Admins control who has access to the workspace, what roles they hold, and which projects they can work on. Admins can invite individual users or bulk-import them, assign and update roles, view user details, and remove users when needed.

Access: Available to users with the Admin role only. Navigate via the left sidebar.

---

Page Layout

The page has four main areas:

Area	Description
Header	Page title, subtitle, Settings shortcut, and Add Users button
Users tab	Paginated table of all active workspace members
Pending Users tab	List of users who have been invited but have not yet accepted
Slide-in sidebar	Opens on row click to show user details, role assignment, and additional form

---

Header Actions

Settings

The Settings button navigates directly to the Designer view of the default project. Use this to configure the user-profile form that appears inside each user's detail panel.

Add Users

Clicking Add Users opens a dropdown with two options:

Option	Purpose
Invite User	Invite a single user by email and phone
Invite Users	Invite multiple users manually or via bulk file upload

---

Users Tab

The Users tab lists all active members of the workspace in a table.

Table Columns

Column	Description
Name	Displays a colored avatar (initials) and the user's full name
Status	Always shown as Active for confirmed members
Email	The user's registered email address
Phone Number	Phone number recorded at the time of invitation
Role	A View Roles button that lazily fetches and toggles the user's assigned roles
Action	A three-dot menu with Edit and Delete

Search and Pagination

• Use the search bar to filter users by first name.
• Rows per page selector offers 5, 10, or 20 rows.
• Previous / Next buttons paginate through results.

---

Pending Users Tab

The Pending Users tab shows users who have been invited but whose accounts are not yet confirmed.

Column	Description
Email	The invited email address
Role	The role assigned at the time of invitation

Pagination works the same as the Users tab (5 or 10 rows per page).

---

Inviting a Single User

1. Click Add Users → Invite User.
2. Enter the user's Email Address — must be a valid email format.
3. Enter a Phone Number — must be exactly 10 digits.
4. Click Invite.

The system sends an invitation email. If the user is new to the platform they must register and verify their email before they can log in.

If the user already exists in the organization, an Already Exists error is shown and no duplicate invitation is sent.

---

Inviting Multiple Users

Click Add Users → Invite Users to open the bulk invite modal. Two methods are available:

Manual Entry (1–25 Users)

Enter comma-separated email addresses or phone numbers in the text area and click Invite Users.

Bulk Upload (Up to 10,000 Users)

1. Click Download to get the spreadsheet template.
2. Fill in the user details in the template file.
3. Upload the completed .xlsx file.
4. Click Invite to send all invitations at once.

---

User Detail Panel

Clicking any row in the Users table opens a slide-in panel on the right. The panel has three sections.

User Details

A read-only card showing the user's Email, Phone, First Name, and Last Name.

Role Assignment

An Autocomplete multi-select dropdown lists all roles available in the workspace. Check or uncheck roles to modify the user's access level, then click Update.

Role descriptions:

Role	Access Level
Admin	Full access — manage users, settings, projects, and forms
Designer	Create and modify projects and forms; no admin controls
User	View and fill forms; cannot design or manage the workspace
Internal User	Similar to User but restricted to internal-only content

Restrictions: You cannot update roles for the organization owner's account, and you cannot modify your own roles.

Additional Details

A collapsible Additional Details section renders a Form.io form from the workspace's default project. This form is linked to the selected user and can be used to capture extra profile data.

• If the user already has a submission, the form pre-fills with their saved data.
• Submit the form to create or update their profile record.

---

Deleting a User

1. In the Action column of the Users table, click the three-dot menu.
2. Select Delete.
3. A confirmation dialog appears showing the user's email.
4. Click Delete to confirm.

Restrictions:

• You cannot delete the email address linked to the organization (the org owner).
• You cannot delete your own account — ask another Admin to do so.

---

Workspace Info Panel

Clicking the info icon in the page header opens a separate sidebar with workspace-level settings:

Setting	Description
Workspace ID	Read-only unique identifier for the organization
Subdomain	Editable subdomain used in the organization's login URL
Workspace Name	Display name of the organization
Address	Physical or mailing address of the organization
Country	Country where the organization is based
Company Email	Primary contact email for the organization

Changes to the subdomain and org details are saved separately using their respective Update and Save buttons.

---

Project-Specific Access

Inviting a user to the workspace grants them workspace-level access only. To let a Designer or User work on a specific project, the Admin must also invite them through Project Settings.

Steps to Grant Project Access

1. Open the target project from the Projects page.
2. Go to Project Settings.
3. Click Invite.
4. Select the user's email from the list.
5. Choose their role for that project.
6. Click Invite.

After inviting, click a username in Project Settings to view their current role and access details.

---

Switching Between Organizations

Users who belong to more than one organization can switch at the login page.

1. The Admin invites the user through Workspace Settings.
2. The user logs out of their current session.
3. The user logs back in with their email.
4. They select the target organization from the dropdown on the login page.

Once invited, the organization name appears automatically on the user's login page.