Users And Access
Purpose
Users and access controls determine who can sign in, view tenant data, manage templates, run extraction, and administer billing.
Required Permissions
Only administrators or tenant owners should invite users, change access, or remove users.
Workflow
- Review current tenant membership.
- Invite a user by the correct email address.
- Assign the minimum role needed for the user's responsibilities.
- Confirm the user can sign in and see the expected product area.
- Remove or reduce access when responsibilities change.
- Review audit records for administrative changes.
Common Mistakes
| Mistake | Risk | Correction |
|---|---|---|
| Granting broad access by default | Users may see or change more data than needed | Assign the least privilege role available |
| Leaving inactive users enabled | Former users may retain access | Review users regularly |
| Reusing shared accounts | Audit trail loses accountability | Create named accounts for each person |