Manage users and roles
Add a user
Section titled “Add a user”-
Open Admin › Users and click New user
-
Enter User name, E-mail, Display name and an Initial password
At least 12 characters with upper case, lower case, a digit and a symbol.
-
Pick one or more Roles and save
See Roles and permissions for what each built-in role does.
-
For a scoped role, open the user’s menu › Scopes
Choose the environments, servers or plans the user may act on.
Help a user
Section titled “Help a user”| Problem | Action in the user’s menu |
|---|---|
| Too many wrong passwords | Unlock |
| Lost the authenticator and the recovery codes | Reset MFA - they set up a new one at the next sign-in. |
| Leaving the team | Deactivate - the account stays in the audit log but can no longer sign in. |
Custom roles
Section titled “Custom roles”-
Open Admin › Roles - click New role, or Clone a built-in role
-
Name it and tick its permissions in the matrix
Filter narrows the matrix by module, action or description.
-
Save, then give the role to users