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Account And Team Management

Purpose​

Account and team management keeps the right users connected to the right tenant, subscription, and product capabilities.

Prerequisites​

  • Signed-in xTrakt account.
  • Administrator or owner access.
  • Active tenant context.

Workflow​

  1. Open the account or team area.
  2. Review active users and pending invitations.
  3. Add users who need product access.
  4. Assign the appropriate tenant and role.
  5. Remove access when a user no longer needs it.
  6. Review audit records for sensitive changes.

Troubleshooting​

SymptomLikely CauseAction
User cannot sign inAccount was not created or invitation expiredResend access and confirm email address
User sees no dataTenant or subscription assignment is missingUpdate access configuration
User has too much accessRole assignment is too broadReduce permissions and review audit history