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The Users tab is where administrators manage team membership. It displays all active users, their system roles, and their portfolio/product associations. Access requests from users on the same company domain are also surfaced here.

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Click ”+ Invite a new user”

This button appears in the top-right of the Users tab.

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Enter the user’s email address and select their role

Choose from the available roles based on your own permissions (see table below). Click Send Invitation. The roles you may assign when inviting depend on your own system role:
Your roleRoles you can assign
Super adminAdmin, contributor, viewer
AdminContributor, Viewer
Note: Existing users can be edited or deleted using the action icons (pencil and trash) in the Users table. Admins and Super Admins may perform these actions. Each user in the Users table has a Status that controls their access to the organization:
StatusDefinition
ActiveThe user can sign in and access the organization normally.
InactiveThe user is suspended - they cannot sign in or access the organization, but their membership and all data they created are preserved. An admin can reactivate them at any time by setting their status back to Active.
Note: Setting a user to Inactive is a non-destructive alternative to removing them entirely. Their history, audit trail, and created content all remain intact and can be fully restored when they are reactivated.