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Knowledgebase
User Management
User Management
Learn how to manage your users through setting permissions and assigning ownership of tasks/records
Managing Users Overview
User Management Definitions
Add a User
Bulk Import and Export Users
Edit Existing Users
Dealing with Leavers and Movers (Archive and Restore Users)
Revoke Access to Gatekeeper
User Detail Page
Customise your User Profile
Customise User Invitations
Collaborative Functions
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Role Based Access Groups (RBAC)
Role Based Access Controls (RBAC)
Manage Access Groups (RBAC)
Single Sign On (SSO)
Manage SSO Integration
Configure Google SSO
Configure Microsoft SSO
Configure Okta SSO
Configure OneLogin SSO
Single Sign-On (SSO) using SAML v2.0
Just-in-Time (JIT) Provisioning
Single Sign-On Best Practice
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Workflow Authorisation
Workflow Authorisation Overview
Workflow Phase Owners Overview
Assign a Workflow Group as a Phase Owner
Workflow Phase Collaborators
RBAC - Access Group Matrices
"OR" RBAC Group Permissions
"AND" RBAC Group Permissions
Entity RBAC Permissions
Category RBAC Permissions
Team RBAC Permissions
Combined RBAC - Administrator Permissions
Files & Folders RBAC Permissions
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