This article explains how to manage users and provide them access to relevant content.
Introduction
User management includes not only creating, editing, and deleting users (Managing Users), but also assigning Global Roles (valid system-wide) and Category Roles, which are assigned in the Category Tree. These determine what users can see and do within categories.
The following articles are essential for user administration:
Important Notes
Standardization
Use a consistent format for first name, last name, and email address to ensure a uniform appearance in the system.
- Always write out full first names
- Respect correct casing (upper/lower case)
- Use consistent email domains (e.g.
@my-company.com
vs.@mycompany.com
) - Optionally, use company name as first name and full user name as last name – useful in multi-entity tenants
User Account Accuracy
To avoid unauthorized access, keep the user list up to date. It's recommended to establish a process that ensures admins are informed about staff exits in advance or promptly.
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