User Management

To access this menu, go to the sidebar and select User Management.

You can manage users from this menu. Here, you can create, edit, or delete users, as well as assign roles such as regular users or system-level administrators.


Create New User

To create a new user, click New User and complete the required fields to register the account and define the login method.

1. Login Method

Choose how the user will log in to the system:

  • Username: The user logs in using a username and password.

  • SSO (Single Sign-On): The user logs in using corporate or SSO credentials (e.g., company email).

2. User Details

If Using Username Method:

  • Account: Enter the username the user will use to log in.

  • Full Name: Enter the user’s full name.

  • Email (Optional): Enter the user’s email address if required.

  • Password: Enter a password that meets the system’s password policy requirements.

If Using SSO Method:

  • Account: Enter the email address the user will use for SSO login.

  • Full Name: Enter the user’s full name.

  • Email (Optional): Enter the user’s email address if required.

3. Role

Assign a role to define the user’s access level:

  • App User: Access to the project interface only.

  • Global Admin: Full multi-tenant access across all organizations.

  • Organization Admin: Full access to all Admin Dashboard settings within the organization.

  • System Admin: Manages project, Knowledge Base, AI Agents, and Audit Logs.

  • Technical Admin: Manages LLM models and pipeline presets used by project.

  • User Admin: Manages user accounts, roles, permissions, and user management settings.

4. Status

Select the user’s account status:

  • Active – The user account is enabled.

  • Inactive – The user account is disabled.

After completing all required fields, click Save to register the user or Cancel to discard changes.


View and Edit Users Detail

To view or update a user’s information, click the Edit icon on the User Management List page. Make the necessary changes, then click Save to apply them or Cancel to discard.


Unblock User

If a user enters the wrong password three times, the account will be automatically locked. To unblock the user, click the Lock (Unlock) icon in the Action column. The user will then be able to log in again.


Delete User

To delete an user, click the Trash icon in the Action column. A confirmation pop-up will appear, click Delete to confirm or Cancel to abort the action.

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Deleting a user who still has access to an project will immediately revoke their access.

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