Managing Users and Groups
Changing roles, deactivating members, creating groups, nested groups, and group sync.
User Management Overview
Workspace Admins manage all users from Settings → Members. This view shows every active member, their role, last sign-in time, and whether they were provisioned via SSO or invited manually.
Changing a User’s Role
- Find the user in the Members list.
- Click the role badge next to their name.
- Select the new role from the dropdown.
- Confirm the change. The user’s permissions update immediately.
Deactivating and Removing Users
Deactivating a user prevents them from signing in but preserves their submission history and approval records. We recommend deactivating rather than removing to maintain record integrity.
Creating Groups
Groups allow you to manage access for a team rather than individual users. Go to Settings → Groups → New Group, give it a name, and add members. Groups can be assigned as approvers in processes or used to restrict submission access.