# Manage users Help Center | LeasePilot

[Help index](/resources/help#step-throughs)02 · Admin

Step-through

# Manage users

Add users, assign roles, set permissions, and deactivate accounts.

Workflow

Admin

Format

Interactive demo

Read time

1 min

Interactive demo loading

Fig. 01Manage users

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](/resources/help/demos/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.

> Note**Disable 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](/resources/help/demos/sso-setup) for details.

See also

## Adjacent step-throughs

[Full index](/resources/help#step-throughs)

1.  [01
    
    Manage your account
    
    Update your details, change your password, and turn on two-factor authentication.
    
    Account](/resources/help/demos/settings-area)
2.  [02
    
    Audit trail
    
    See who changed what, when, and why.
    
    Admin](/resources/help/demos/audit-trail)
3.  [03
    
    Forms
    
    Your form templates and conformed deals — every starting point for a new draft, on one screen.
    
    Admin](/resources/help/demos/forms)
4.  [04
    
    Manage partners
    
    Scope outside counsel, brokers, and other partners to the buildings they work on.
    
    Admin](/resources/help/demos/partners-management)
5.  [05
    
    SSO setup
    
    Sign in through your identity provider (Okta, Azure AD, others).
    
    Admin](/resources/help/demos/sso-setup)

Sign-off

## See it on your forms, not a generic demo.

A 30-minute walkthrough, built around your forms, your clauses, and your deal logic.

[Schedule a demo](/demo)[Already on LeasePilot? Contact your team](/company/contact?type=support)