Public Demo
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Administrator

Users and roles

Invite people into your workspace, choose their role — Viewer, Editor, or Admin — and manage access over time.

Published

Administration → Users — “Manage user access and roles. Invite new users, update permissions, and monitor user status.”

The roles

Three active roles, one off switch:

Role In the product’s words
Viewer “Viewers have read-only access to view utilization and plans.”
Editor “Editors can create and modify utilization, requests, and spaces but cannot access settings.”
Admin “Admins have full access to all features including user management and settings.”
Inactive “No access - user account disabled” — the account stays, access stops.

A practical default: most planners are Editors; stakeholders who only read schedules are Viewers; keep Admins few. Note that the shared-definition pages under Settings (criteria, templates, presets, scheduling) are admin-and-editor territory, while everything under Administration is admin-only.

Inviting a user

Invite User — enter the email, pick the Role, Send Invitation. The invitee receives a personal link to the Accept Invitation page (the signup flow); invitations expire, and the list tracks pending ones with Resend invitation and Cancel invitation actions.

Changing a role

Edit user role → pick the New Role → Save Changes. The dialog spells out the consequential ones:

  • Promoting to Admin: “⚠️ This will grant full administrative access including the ability to manage other users.”
  • Setting Inactive: “⚠️ This will immediately revoke all access for this user.” — “Inactive users cannot log in and have no access to the system.”

Inactive vs Remove: deactivation is reversible and keeps the user’s identity attached to their history; Remove user takes them out of the organization entirely (they could be re-invited later). Prefer Inactive for departures you may need to audit.