Assigning Users or Members

Overview

Use the Users tab to invite users, assign roles, update authentication settings, and activate or deactivate access.

Who can use this

You need:

• user:view to see users.
• user:add to invite users.
• user:modify to update a user.
• user:activate or user:deactivate to change user status.
• user:delete to delete another user.
• user:leave to leave the tenant yourself.

Before you begin

Confirm:

• The user's name and email address.
• Whether the user is a Tenant User or External User.
• The roles to assign.
• Whether the user should use SSO.
• Whether the user needs a Dynamic Perspective scope.

Invite a user

1. Open Organization > Overview.
2. Select Users.
3. Select Add User.
4. Choose Tenant User or External User.
5. Enter Name.
6. Enter Email Address.
7. Select one or more roles in Role.
8. If the user should use SSO, keep Login using SSO selected under Select Authentication Method:.
9. If the selected role includes Perspective User, select Select Perspective and configure the user's scope.
10. Select Add.

Edit a user

1. Open Users.
2. In the user's row, select Edit.
3. Update Role.
4. Update Authentication Method if needed.
5. If Perspective User is selected, use Select Perspectives to review or change scope.
6. Select Save.

Name and email are displayed but disabled on the edit page.

Activate or deactivate users

1. Open Users.
2. Select one or more user rows.
3. Select De-activate or Re-activate.
4. Review the confirmation.
5. Select Confirm.

New users cannot be selected for bulk status changes.

Delete a user

1. Open Users.
2. In the user's row, select Delete.
3. Review the warning.
4. Select Confirm.

Deleting a user removes their access to CloudVerse.

Leave a tenant

If you are viewing your own row and have permission, the action is Leave.

1. Select Leave.
2. Enter the requested confirmation value.
3. Select Yes, leave tenant.

CloudVerse signs you out after you leave the tenant.

Expected result

The user list updates with the user's current role, status, and user type.

Notes and limitations

• Users can have multiple roles.
• Owners and the current signed-in user cannot have roles changed from the user edit controls.
• Tenant user emails must match the organization domain.
• External user emails cannot use the organization domain.
• Team membership can also be managed from Organization > Overview > Teams when team write actions are enabled.

Troubleshooting

If Add User is missing, confirm your role includes user:add.

If role selection is disabled, the target user may be an owner or your own signed-in user.

If an email is rejected, check whether the user type matches the email domain.