Users

The Users page is where you manage everyone with access to your customer's portal and tenants. The model is two-layer: users exist at the customer level, and you then assign them to tenants with a role.

Layout

A short introduction at the top — "Invite users at customer level, then assign them to tenants." Below that, a paginated table with expandable rows. Toolbar with Bulk Assign and Invite Users buttons (if you have manage_users).

Columns

Column	Notes
Expand	Toggle the detail row.
Name
Email
Portal Role	Owner / Admin / Member. Editable as a dropdown if you have manage_users.
Status	Active / Invited / Suspended.
Tenants	Count of assigned tenants.
Instances	Count of provisioned instances.
Identity	Internal / External badge.
MFA	Enabled / disabled.
Actions	Suspend / Reactivate on hover.

Search and filters

The search field is token-aware. Type free text to match name or email, or use tokens:

• status:active, status:invited, status:suspended
• role:owner, role:admin, role:member
• Assignment state — assigned, unassigned
• Identity — internal, external
• MFA — mfa:on, mfa:off

Custom user attributes that your organisation has enabled appear as additional filters.

Expanded row

Click the chevron on a user row to expand:

Summary header — Invited At, Last Login, Profile Completed flag, IDP User ID.

Full details — Invited By, Created, Updated, Profile Cached, all custom attributes, External Customer / Org ID.

Tenant Assignments sub-table — every tenant this user is assigned to, with role, status, and the instance the tenant lives on. You can change a user's role inside a tenant from the role dropdown here.

Inviting users

Click Invite Users. The bulk modal accepts pasted emails or an Excel upload.

1. Compose — paste emails (one per line) or upload a spreadsheet.
2. Review — the modal shows what will happen for each email:
   • Already in customer — skipped.
   • In system, not in customer — granted access (warning icon).
   • New — invited.
3. Roles & details — set the portal role per invitee.
4. Send invites. The result screen lists successes and failures.

Bulk assigning existing users

Click Bulk Assign to assign customer users to a tenant at once.

1. Pick the tenant.
2. Search and select the users to assign.
3. Pick a role for each (Tenant User / Tenant Admin).
4. Assign.

Per-user actions

• Suspend / Reactivate — hover the row to reveal the action.
• Change Portal Role — use the dropdown in the Portal Role column.
• Resend Invite — only for users still in invited status.

Permissions

Action	Requires
Viewing this page	view_users
Inviting, suspending, assigning, role changes	manage_users

Without manage_users, the table is read-only — the toolbar buttons and row actions do not appear.