Skip to main content

User management

User management is done in the Administration → Users section of the platform. It lets you create accounts, assign roles to them and delete access.

Before you begin​

  • Company Owner: create, edit, delete users and assign roles.
  • Advanced Builder: edit existing users and assign roles (no creation or deletion).
ActionCompany OwnerAdvanced BuilderOther roles
Create a user✅❌❌
Delete a user✅❌❌
Edit an existing user✅✅❌
Assign or change a role✅✅❌
info

Choose the role best suited to the need: see Roles and permissions to understand the per-environment scope before granting access.

View the list​

  1. Click Users in the menu.

Create a user​

Restricted to Company Owners.

  1. Click Add a user.
  2. Fill in the form:
FieldRequired?Description
Email addressYesSign-in identifier and contact channel for the user.
First nameDepending on the policyIdentifies the user in the interface; completes the last name.
Last nameDepending on the policyIdentifies the user in the interface; completes the first name.
RoleYesRole assigned to the user — see Available roles.
  1. Click Save.

Edit a user and assign a role​

  1. Open the user.
  2. Edit the information (first name, last name, email address) if needed.
  3. Choose one or more roles: Viewer, Builder, Advanced Builder, Exploitation or Company Owner — see Available roles.
  4. Click Save.

The new role(s) apply immediately: the user sees the screens and actions corresponding to the union of their permissions (Development, Other environments, Production).

Best practice

Assign the minimum set of roles matching the business need: a building integrator does not need the Company Owner role; an ops team can make do with Exploitation for Production. Roles are cumulative: combine them rather than granting an overly broad role.

Delete a user​

Restricted to Company Owners.

danger

Deleting a user immediately removes all their access to the platform. This action is irreversible.

  1. Open the user.
  2. Click Delete.
  3. Confirm the deletion.

What you get​

  • A created user appears in the list and can sign in with the assigned role.
  • A deleted user immediately loses access to the platform.

Next steps​


See also: Introduction — Roles and permissions · Permission matrix — Organization and administration