Users
Invite people, set how they authenticate, and manage their accounts across the organization.
The Users area is where you manage who has access to the organization. From here you invite people, control how they sign in, and manage their accounts over time.
User management is the platform’s front door, and the choices you make when inviting someone — their license, their access level, and how they authenticate — are the first line of the security posture. Routing sign-in through single sign-on where you have it means the account inherits your central password policy, multi-factor requirements, and instant off-boarding, rather than becoming a standalone credential to secure separately. Getting the front door right is disproportionately important precisely because everything downstream assumes the person who signed in is who they claim to be.
Inviting users
You add a person by inviting them, which sends a secure link to set up their account rather than creating a password on their behalf. As part of the invitation you set their access level and their authentication method — whether they sign in with a password or through your single sign-on. You also assign their license type — Creator, Reviewer, or Stakeholder — and its seat allocation: a dedicated named seat or a floating one drawn from a shared pool. The license bounds the roles a person can hold, so a read-only license can never carry an authoring role. This is the front door to the platform, so getting it right is the first control: the right people, authenticating the right way.
Managing accounts
Each user has a status — active and otherwise — so access can be granted, suspended, or removed as people join, change roles, or leave. Deactivating an account cuts off access without erasing the person’s history: their past signatures, approvals, and audit entries remain intact, because a regulated record can’t lose its attribution just because someone left.
Roles come next
Inviting a user establishes that they can sign in; what they can do is governed by the role they hold. Roles and the permissions behind them are covered in Roles & permissions. Users can also be organized into Groups for assignment and access.