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Version: 2026.07

User Management

Navigation: Admin hub > Users (or go to /admin/users)

View Users​

  1. Select the Organization from the dropdown at the top of the page.
  2. Use the tabs to filter the user list:
    • All — every user in the organization
    • Active — users who have signed in and are active
    • Invited — users who have been invited but have not yet signed in
    • Suspended — deactivated users
  3. Each tab shows a count of users in that state.
  4. Use the Search field to filter by name or email.

The users table displays the following columns:

ColumnDescription
Full NameThe user's display name
EmailThe user's email address
Updated onDate the user was last updated
StatusActive (green check), Invited (yellow clock), or Suspended (red X)
AdminGreen check if the user has admin privileges
Control TagsAssigned control tags (colored chips) — click to edit
ClassificationInfosec level assignment (only shown when infosec is enabled) — click to edit
⋯Opens User Details (View user details)

Invite a New User​

  1. Ensure you are viewing your own organization in the organization dropdown (the Add user button is only visible for your own org).
  2. Click Add user (+ icon) in the top-right.
  3. In the dialog, enter:
    • Email (required)
    • First Name (required)
    • Last Name (required)
  4. Click Invite.
  5. The user will appear in the Invited tab until they accept and sign in.

User Details​

  1. Find the user in the table.
  2. Click the ⋯ button on their row (View user details).
  3. The User Details dialog shows the user's name, email, status, admin flag, control tags, and classification (when infosec is enabled).

Edit a user's name​

  1. In User Details, click the pencil icon next to Name.
  2. Update First name and/or Last name.
  3. Click the check icon to save, or the X icon to cancel.

The dialog footer provides:

  • Deactivate — deactivate the user (confirm in the Deactivate User dialog). The user's status changes to Suspended and they can no longer sign in.
  • Manage Tool Access — open the tool access controls (requires a customer admin grant; the button is hidden without it).
  • Manage Keys — open access key management (only when the Identity Service is enabled).
  • Close — close the dialog.

Manage Tool Access for a User​

This controls which tools and functions a user is allowed to execute. Manage Tool Access appears in User Details only when you have a customer admin grant.

  1. Open User Details for the user.
  2. Click Manage Tool Access.
  3. In the Tool Access modal:
    • Each tool is shown as an expandable accordion section.
    • Within each tool, individual functions are listed as checkboxes.
    • Check or uncheck functions to grant or revoke access.
  4. Click Save.

Manage Keys for a User​

This option only appears when the Identity Service is enabled.

This allows you to review and revoke keys a user has registered for programmatic access to the Istari Digital Platform API.

  1. Open User Details for the user.
  2. Click Manage Keys.
  3. In the Access Keys — {name} dialog:
    • Each key is shown as a row in the table.
    • Click Revoke key on the row and confirm to revoke the key.
    • Click Generate Key to register a new key for the user.
      • In the New Access Key dialog, enter a Key name, then click Generate.
      • Copy or download the key immediately — it will only be shown once. Click Copy to copy. Click Download credentials to download it.

Assign Classification Level to a User​

Classification appears when Infosec Levels are enabled (see Infosec Levels).

You can assign a level from the users table Classification column or from User Details:

  1. In the users table, find the Classification column (or open User Details and use the Classification row).
  2. Click the user's current classification level (or "Set level..." if none is assigned).
  3. A dropdown appears listing all available infosec levels with their color indicators.
  4. Select the desired level.
  5. The assignment is saved immediately with a confirmation toast.

This determines the maximum infosec level the user can view and assign to resources.

Assign Control Tags to a User​

  1. In the users table, find the Control Tags column (or open User Details and use the Control Tags row).
  2. Click the tags area for the user (shows existing tags as chips, or a small "add" indicator).
  3. In the Edit Control Tags dialog:
    • Select or deselect tags using the multi-select list.
    • Optionally provide a reason for the change in the text area.
  4. Click Save.