Configure Users

Prerequisites

• Initial sync completed
• Organizations created from synced entities
• Understanding of Users, Roles & Permissions

Step 1: Review Roles

Review built-in roles and create custom roles if needed:

1. Navigate to Settings > Roles
2. Review default roles (Admin, Member, Viewer)
3. Create custom roles if needed

Step 2: Invite Admin Users

Start with internal admin users:

1. Navigate to Users > Invite
2. Enter email address
3. Select organization (Tenant)
4. Assign Admin role
5. Send invitation

Step 3: Invite Portal Users

Invite customer/vendor users:

1. Navigate to the specific Organization
2. Go to Users > Invite
3. Enter email address
4. Assign appropriate role
5. Send invitation

Step 4: Configure Authentication

Set up authentication options:

Email/Password

Default option, no additional configuration needed.

SSO (Enterprise)

1. Navigate to Settings > Authentication > SSO
2. Configure SAML/OIDC settings
3. Test SSO login

Bulk User Import

For many users, use bulk import:

1. Download CSV template
2. Fill in user details
3. Upload and process
4. Review import results

Next Steps

• Go Live Checklist — Final steps before launch