The Users area is where you add people to the platform, change their roles, and take action when someone leaves. The roles in the dropdown (for example, _User_, _IT Admin_, or _Form Manager_) are configured to match your team during setup. The role determines what each user can do — a _Form Manager_, for example, can revise static prose on encoded forms; an _IT Admin_ can manage other users and security settings.
01What you can do from this screen
- Add a new user — capture their name, email, role, and an initial password.
- Reset a password — set a new password directly. We don't email a reset link; you pick or generate the new password and share it with the user through a secure channel.
- Edit user details — update name, email, or role.
- Disable access — suspend a user without removing them.
- Delete a user — permanently remove the account.
NoteDisable vs. delete. Disabling is reversible and keeps the user's record and audit trail intact. Deleting is a hard delete — the record is removed entirely, which is why disabling exists. When someone is on leave, between roles, or you're unsure, disable.
If your team uses single sign-on, user provisioning may flow through your identity provider instead of this screen. See SSO setup for details.