User Management

Manage users, roles, and directory sync for your Agent Platform account from a single interface.

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The User Management module in the Settings Console gives administrators control over who can access Agent Platform and what they can do. It covers user invitations, bulk import, role assignments, Active Directory (AD) sync, and user profile configuration.

Only users with the Admin role and required permissions can access User Management in the Settings Console.

Users Dashboard

Navigate to Settings > User Management > Users to see the dashboard.

The dashboard shows a live count of users by status and lists each user’s name, email, role, and current status.

Status	Description
Active	User has accepted the invitation and can access the Platform
Inactive	User was invited but has not yet accepted
Locked	User exceeded 5 consecutive failed login attempts

Add Users

Method	Best For
Email invitation	Individuals or small groups
Bulk import	Many users at once via a CSV or TXT file
Active Directory sync	Syncing users from your organization’s AD server

Invite via Email

1. Go to Settings > User Management > Users > Add New User > Invite.
2. Enter a valid email address.
3. Select a role from the dropdown.
4. To add more invitees, click + Add another member and repeat steps 2–3.
5. Click Send invitation(s).

• Invitations expire after 15 days. The user’s status shows as Inactive until they accept.
• Email addresses must include a valid domain (e.g., [e-mail]). Leading/trailing spaces are not allowed.
• Duplicate email addresses in the same invitation batch are rejected.

Bulk Import

Use a .csv or .txt file to add multiple users at once. Download the sample CSV from the Import page as a reference — it contains pre-defined field headers.

File requirements:

Requirement	Detail
Valid formats	.csv, .txt
Required fields	Name, email ID, user status
Accepted delimiters	Comma, pipe (|), semicolon, tab
First row	Must be the header row with field names
Valid status values	New, Update, Delete
Invalid emails	Skipped automatically during import

Steps:

1. Go to Settings > User Management > Users > Add New User > Import.
2. Click Upload File or drag and drop your file into the upload area.
3. Review the data preview, then click Continue.
4. If validation errors appear, correct the highlighted rows and re-upload.
5. Click OK when the import completes to see users on the dashboard.

Imported users are assigned the Viewer role by default. You can change this after import.

To review past imports, click Import History on the Import page. Each entry shows the date and time, the importing user, and a count of successful and failed records.

Manage Users

Search

Use the search field on the Users dashboard to find users by name. A message is shown if no match is found.

Unlock a Locked User

1. On the Users dashboard, hover over a user with Locked status.
2. Click Unlock, then confirm.

The user’s status returns to Active.

Change Role

To change the role for a single user, see Reassign a Role.

To bulk-assign the same role to multiple users:

1. Select the target users on the dashboard.
2. In the bottom action bar, open the Role dropdown and select the new role.

Bulk role change assigns the same role to all selected users. To assign different roles, update each user individually.

Delete Users

Deleting a user revokes their access and removes their data from your account. Their personal Platform account is unaffected. To re-add them later, send a new invitation.

You cannot delete a user who owns active tools. They must remove their tools first.

Single delete: Hover over the user entry, click the Delete icon, and confirm.

Bulk delete: Select multiple users, click the Delete icon in the bottom action bar, then click Remove.

Roles and Permissions

Role assignments determine what each user can see and do across the platform.

Role Type	Description
System roles	Pre-defined roles (Master Admin, Admin, Member, Viewer). Cannot be edited or deleted.
Custom roles	Duplicated from a system role and modified with custom module-level permissions.

The Master Admin role is assigned to the account owner by default. The Tool Admin role is automatically assigned to the user who creates a tool.

For detailed instructions on creating and managing roles, see Role Management.

Active Directory Sync

Active Directory (AD) sync imports user data from your organization’s directory and keeps it current automatically — no email invitations or manual file imports needed. Any additions, updates, or deletions in AD are reflected on the platform.

An Active Directory professional with the necessary technical expertise should handle this configuration.

To configure AD sync, go to Settings > User Management > Settings > Configure Directory and complete the following steps in order.

Step 1: Set Up the Connection

Field	Description
Host Name	Hostname or IP address of the AD server
Server Port	Network port the AD server uses to communicate
Base DN	Location in the directory for users and groups
User ID	Identity used to log in to AD
Password	Password used to log in to AD
SSL (optional)	Enable to secure communications over HTTPS

Click Next. Fix any validation errors shown before proceeding.

Step 2: Import Organization Units

Select which organizational units (OUs) to import:

Option	Behavior
Import all organization units	Imports users from every OU
Do not import organization units	Imports no users from OUs
Import only the following OUs	Imports users from selected OUs only

Click Next to proceed.

Step 3: User Attributes and Rules

Map AD fields to user profile fields and define which users to include or exclude from sync.

Map user profile fields:

1. (Optional) Enable Import users from active directory to fetch default field values from AD.
2. In the User Attributes tab, map each default profile field to the corresponding AD attribute.
3. (Optional) Add custom field mappings under Custom Fields:
   • Click Add Field.
   • Enter the custom field name and its corresponding AD field name.
   • (Optional) Use the tag icon to mark a field as the primary field.
4. Click Next.

A custom field can only be deleted if more than one custom field exists.

Set inclusion and exclusion rules:

Use these rules to control which AD users are synced.

Rule Type	Purpose	How to Configure
Inclusion rules	Define which users to sync	Enter an LDAP filter expression in the Rule Definition field
Exclusion rules	Define which users to exclude	Click + Add exclusion, then set the AD/LDAP field, match type, and value

Exclusion rule match types:

Match Type	Behavior
Exact Match	AD field must exactly equal the specified value
Partial Match	AD field must partially match the specified value
Multiple Matches	AD field must match all specified values

Click Next. All mandatory fields must be filled before proceeding.

Step 4: Schedule Auto Sync

Auto sync ensures the Platform always reflects the latest AD data. Enabling it is optional but recommended.

1. Turn on the Enable auto-sync toggle.
2. Set the sync schedule:

Field	Options
Sync Frequency	Daily, Weekly (select a repeat day), Monthly (select a day), or Custom
Sync Start	Select a future date (defaults to today)
Time	Time of day for the sync (defaults to 12:00 PM)

3. Click Save.

• With auto sync off, clicking Save only stores the configuration. Run a manual sync anytime using Sync Now under Configure Sync with Directory.
• Sync must be scheduled for a future date and time.

After setup, the following options appear under Configure sync with directory:

Option	Description
Sync now	Trigger an immediate sync
Sync History	View past syncs — date, user, success/failure counts
Manage directory sync	Edit the existing configuration
Reset	Clear the AD sync configuration while retaining the last synced data
Sync Status	Summary of last sync — date, total users and OUs synced, errors

User Settings

Profile Field Visibility

Control which profile fields are visible to all users in your domain, and whether users can edit them:

• Default fields: Manage visibility and edit permissions for standard fields (e.g., First Name).
• Controlled fields: Manage visibility and edit permissions for optional fields (e.g., District).

Default Role for New Workspace Users

Set a default role — Admin, Member, or Viewer — applied automatically to users added via invite, AD sync, or API. Select the role and click Save.

• Applies only to new users with no explicitly assigned role.
• Does not affect existing users.
• Member is the recommended default.
• A role assigned explicitly at the time of invitation or creation overrides this default.

Email Notifications

Configure when users receive email notifications after being added to the account:

• When invited by an administrator
• When added or synchronized via AD sync