User Management

The Users page lets admins manage internal Admin Center access. User management is based on a fixed set of built-in roles and invitation emails.

Access

• Admin role is required to manage users

What You Can Do

• Invite a teammate by email
• Choose one of the built-in roles
• Resend an invitation
• Change a user's role
• Suspend or archive a user

Built-In Roles

• Admin: full access
• Account Manager: account, contact, access-request, visitor, analytics, and Trust Center management
• Content Manager: document and content management, including certifications, subprocessors, knowledge base, NDA templates, and custom tabs
• Viewer: limited read-oriented access for selected areas such as analytics and evaluation flows

Invitation Flow

1. Open Users
2. Click Invite user
3. Enter the teammate's email address
4. Select a role
5. Send the invitation

The recipient receives an email and completes setup on the accept-invitation flow before signing in for the first time.

User Status

The page displays four statuses:

• active
• invited
• suspended
• archived

Use these states to distinguish live users from pending invites and disabled accounts.

Day-To-Day Management

From the Users table you can:

• Review each user's email, role, and status
• Re-send an invitation for users who are still in invited
• Change a user's role
• Suspend or archive access when needed

Practical Guidance

• Use Admin sparingly e.g. for super users, developers, etc.
• Give Account Manager to people managing customer access and engagement e.g. sales engineers, account executives, etc.
• Give Content Manager to people maintaining Trust Center content e.g. security leads, compliance officers, etc.
• Use Viewer when someone only needs limited visibility e.g. executives

Related Docs

• Login & access
• Accounts
• Integrations & API Keys