Skip to Content
Admin GuideUser Management

User Management

On the user management page, you can invite or remove users and assign or revoke admin roles.

Inviting Users

Open User Invitation Modal

User Management Page

Click the Invite New User button on the user management page in the admin console.

Enter Email Address and Send Invitation

User Invitation Modal

When the user invitation modal appears, enter the email address and press Enter to add it to the list.

  • You can add multiple users at once.
  • You can specify the role (Admin, AI Operator, Member) to be assigned collectively.

Click the Send Invitation button to send the invitation email, and an email confirmation modal will appear.
Users pending invitation will be displayed with a Pending status in the user list.

User Confirms Invitation Email

Invited users will receive an invitation email. Clicking the Accept Invitation button in the email will redirect them to the invitation acceptance page.

Complete Acceptance on Invitation Acceptance Page

User Invitation Acceptance Page

On the invitation acceptance page, clicking the Accept button completes the organization invitation acceptance.

Notes

  • Users can ignore invitations.
  • You can resend invitations if needed. (Add the same email again in the invitation modal)
  • Invited users will be granted the permissions set during invitation.

In addition to directly entering email addresses, you can create an invitation link to easily invite multiple users.

  1. Click the Invitation Link button at the top right of the user management page.
  2. Enter the email domain to allow (e.g., example.com) in the Email Domain Restriction (optional) field.
    • If you enter a domain, only users with emails from that domain can join via the link.
    • If you do not enter a domain, all users can join via the link.
  3. Click the Generate Invitation Link button to generate the link.

Invitation Link

  1. Copy the generated link and share it with the users you want to invite.

Invitation Link Created

To add or change domain restriction settings, you must click the trash can icon to delete the existing link and generate it again.

User Roles & Permissions Management

Users in an organization have different menu access and permissions depending on their role.

RoleDescription
OwnerThe highest administrator of the organization who exercises all permissions.
- Can exercise all permissions including General Settings, User Management, Billing Management, and Organization Ownership Transfer
AdminAdministrator delegated with organization management authority.
- Can perform all organization management functions except deleting the organization
- Can invite and manage users, manage billing information
AI OperatorOperation manager specialized in AI resource management.
- Access and management permissions for Agent, Knowledge, Skills, MCP menus
- No access to organization operation settings such as User Management, Billing
MemberGeneral user using basic features without permissions.
- No access to admin console, can use shared agents

Role Permission Summary Table

User Page Menu Access

All roles (Owner, Admin, AI Operator, Member) can access all menus on the user page.

  • New Chat, Agents, Presets, MCP, Widgets, Automation, My Drive, Skills

Admin Page Menu Access

CategoryMenuOwnerAdminAI OperatorMember
DashboardDashboard--
Organization SettingsGeneral○*--
Users--
SSO--
Billing--
Credits History--
Usage Analytics--
AI & MCP SettingsAgent-
Knowledge-
MCP-
Skills-
Security SettingsSecurity--
Edge Tunnel--
DLP Logs--
Audit Logs--

*The Organization Ownership Transfer feature in the General menu is only displayed to the Owner.

Changing Individual User Roles

Click the more options button in the user list, click the role change menu, and select the desired role.
Role changes are immediately reflected in the list and confirmed with a success toast notification.

Bulk Role Changes for Multiple Users

Select multiple users with checkboxes in the user list, then click the bulk action button to display a dropdown menu.
Click the role change menu and select the role you want to change in bulk.
Role changes are immediately reflected in the list and confirmed with a success toast notification.

Removing Users

You can remove individual users or multiple users from the organization in the user list.

Removing Individual Users

Click the more options button in the user list and click the delete menu.
When the delete confirmation modal appears, click the delete button to remove the user.

Removing Multiple Users

Select multiple users with checkboxes in the user list, then click the bulk action button to display a dropdown menu.
Click the delete button to display the delete confirmation modal.
Click the delete button in the delete confirmation modal to remove the users.

User Tags

User tags are a feature for categorizing and grouping users within an organization for management purposes. Through tags, you can granularize permissions per user or apply policies to specific groups only.

Tag Management

Tag Management Page

In the tag management page, you can create, edit, and delete tags to be used within your organization.
Tags are created in Key:Value format. For example, they can be structured like Department:Engineering, Role:Manager, Team:Frontend.

Configurable items when creating tags:

  • Key: Represents the category or classification of the tag (e.g., Department, Role, Team)
  • Value: Represents the specific value of that category (e.g., Engineering, Manager, Frontend)
  • Description: You can add detailed descriptions for tags (optional)
  • Color: You can specify colors to visually distinguish tags

In the tag management page, you can perform the following actions:

  • Add new tags: Create new Key:Value combination tags
  • Edit existing tags: Modify tag descriptions, colors, etc.
  • Delete tags: Remove tags that are no longer in use

Adding Tags to Individual Users

Tag Management Page

Click the gear button for an individual user in the user list to display the tag management menu.

  • You can select desired tags from the existing tag list to add to the user.
  • Multiple tags can be added to a single user simultaneously.
  • To create a new tag, click the Edit tags button.
  • Clicking Edit tags navigates to the tag management page where you can create and manage new tags.

Adding Tags to Multiple Users

When you select multiple users with checkboxes in the user list, a gear icon appears at the top of the table.
Click the gear icon to display the bulk tag management menu.

  • You can add the same tags to all selected users at once.
  • You can also bulk remove specific tags from selected users.
  • This feature allows you to efficiently group and manage large numbers of users.
Last updated on