Creating and Managing Users

Most users are provisioned automatically through SSO or integrations. However, you can manually create users, ideal for platform admins, testers, or small-scale deployments. You can also edit and manage user records as needed directly from the Console.

Creating a User Manually

1. Navigate to Configuration > Users
2. Click + New User
3. Fill out the required fields (see below)
4. (Optional) Assign teams and attributes
5. Click Create User

User Properties

Each user record contains the following properties:

• Username:
  A unique identifier for the user. Often matches the login or SSO ID. Required.

• Email Address:
  Used for platform notifications like password resets and workflow alerts.

• Display Name:
  A human-readable name shown throughout the UI—for example, in approval assignments or submission logs.

• Enabled:
  Controls whether the user can authenticate and access the platform.

• Space Admin:
  Grants full administrative access across the Space. Space Admins bypass security definitions and gain access to all forms, submissions, and configuration tools.

• Allowed IP Addresses:
  Optional security restriction. Enter a comma-separated list of IPs the user is allowed to log in from.
  → Use * to allow access from any IP address (default).

• Preferred Locale:
  Sets the user’s language and regional format. If not specified, the user inherits the Space’s default locale.

Editing Users

To update a user:

1. Navigate to Configuration > UsersSelect a user from the list
2. Edit their name, email, team membership, or attributes
3. Click Update User

⚠️

In SSO-enabled environments, profile details may be overwritten on next login unless explicitly mapped or excluded from sync.

Deleting Users

You can delete users, but be cautious:

• Make sure the user is not actively assigned in workflows
• Deletion is permanent and should be avoided for audit-critical users

Best practice: Disable the user instead of deleting if you're unsure of downstream impact.

Next Step

Now that you’ve created your users, learn how to enhance their profiles using User Attributes.