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User Management

What this section is for

The user management system allows inviting new organization members, managing their roles, and tracking invitation statuses.

How to access this section

  • Through main menu: "Users"
  • Direct link: /users/users or /users/invites

Section structure

Two management tabs

"Users" tab (/users/users)

List of all active organization users with their roles and statuses.

"Invites" tab (/users/invites)

List of all sent invitations with ability to manage them.

Common elements

  • "Invite User" button - in top right corner for quick invitation
  • Tab navigation - switching between user list and invitations

User list

User display

Each user is shown as a card with information:

  • Icon πŸ—„οΈ - database symbol for all users
  • Username - main card title
  • Email - subtitle with email address
  • Role - displayed in right part of card

Available roles

  • User - regular user with basic rights
  • Admin - administrator with extended rights

Interface states

Loading

During loading, card skeletons are displayed (3 pieces or by screen size).

Empty list

If no users exist, empty area is displayed.

Invitation management

Invitation list

Each invitation is displayed as a card:

  • Recipient email - main title
  • Role - subtitle with assigned role
  • Status - current invitation state
  • Actions - management buttons (if available)

Invitation statuses

PENDING

  • Invitation sent but user hasn't accepted it yet
  • "Revoke" button available to cancel invitation
  • Red button color indicates destructive action

Other statuses

  • ACCEPTED - invitation accepted, user added
  • EXPIRED - invitation expired
  • REVOKED - invitation cancelled by administrator

Invitation actions

Cancel invitation

  • Available only for invitations with PENDING status
  • Red "Revoke" button
  • Instant invitation removal from system

Creating invitation

Invitation process

  1. Click "Invite User" button in any tab
  2. "Invite user" modal opens
  3. Fill required fields
  4. Select role for new user
  5. Click "Invite" to send invitation

Invitation modal

Form fields

  • Email (required)

    • Type: email
    • Email address validation
    • Required to fill

  • Role (required)

    • Dropdown list with roles
    • Options: User, Admin
    • Default: User

Control buttons

  • "Cancel" - close without saving
  • "Invite" - send invitation
    • Shows loading state during processing
    • Blocked during sending

Error handling

  • Validation errors displayed under corresponding fields
  • API errors shown in form fields
  • Modal remains open on errors

After successful invitation

  • Modal automatically closes
  • New invitation appears in list with PENDING status
  • System sends email to recipient

Main usage scenarios

Inviting new user

  1. Click "Invite User"
  2. Enter invitee's email
  3. Select appropriate role (User for most cases)
  4. Click "Invite"
  5. Check that invitation appeared in "Invites" tab

Cancelling erroneous invitation

  1. Go to "Invites" tab
  2. Find needed invitation with PENDING status
  3. Click red "Revoke" button
  4. Invitation will be instantly deleted

Checking invitation statuses

  1. Open "Invites" tab
  2. Review statuses of all invitations
  3. Note send date (if displayed)
  4. Cancel outdated invitations if needed

Viewing active users

  1. Go to "Users" tab
  2. Study list of all organization members
  3. Check their roles and access rights
  4. Invite additional users if needed

Access rights and roles

"User" role

  • Access to main platform functions
  • Create and manage own agents
  • Work with knowledge bases
  • View own analytics

"Admin" role

  • All user rights
  • Manage other users
  • Invite new members
  • Access organizational analytics
  • Manage organization settings

Limitations

Invitations

  • Cannot cancel accepted invitations
  • Cannot change role in already sent invitation
  • Need to create new invitation if email error

User management

  • Cannot delete active user through interface
  • Cannot change existing user's role
  • No bulk invitation option

Interface

  • One user at a time when inviting
  • No search or filtering in lists
  • No sorting by date or role

Interface states

Data loading

  • Card skeletons during loading
  • Button blocking during operations
  • Loading indicator in modal

Errors

  • Validation errors under form fields
  • Network errors as notifications
  • Ability to retry operation

Empty states

  • Empty user list (new organization)
  • Empty invitation list (all processed)

Common problems and solutions

User didn't receive invitation

Causes: went to spam, wrong email, delivery issues Solution: check email, cancel old invitation, send new one

Cannot cancel invitation

Cause: invitation already accepted or expired Solution: check status, create new one if needed

Error when sending invitation

Causes: wrong email, user already in system, network issues Solution: check data, try later

Can't see "Invite User" button

Cause: insufficient rights (not administrator) Solution: contact organization administrator

Security

Email verification

  • Mandatory email address validation
  • Cannot invite to non-existent domain
  • Protection from typos in addresses

Access management

  • Only administrators can invite users
  • Invitations have limited validity period
  • Ability to revoke invitations

Action audit

  • System records all invitations
  • Track status of each invitation
  • Change history (depending on settings)

Related sections