User Management

Invite, manage, and assign roles to team members to control access and permissions within your organization.

The Users section in your Team Settings is where you manage everyone who has access to your organization’s Omnifact workspace. Here, you can invite new members, assign roles, and see the status of all users.

Managing your team size has direct implications for your billing. For more details on costs, please refer to Billing & Usage.

Understanding the User List

The main part of this page is the user list, which provides an at-a-glance view of your team.

• Full Name: The user’s full name.
• Email: The email address associated with the user’s account.
• Role: The user’s permission level within the organization (Owner, Admin, or Member).
• Status: The current status of the user’s account (e.g., Active, Deactivated, Invited).

You can use the Search bar at the top to quickly find a specific user by name or email. At the bottom, you’ll see a summary of your total team size.

Adding New Users

You have two ways to add new members to your team.

Add a Single User

Click the “Add New User” button to open the “Invite User To Team” dialog.

Fill in the user’s First name, Last name, and Email. You can also assign them the Admin role by checking the box. Click “Invite User” to send the invitation.

Import Users from a CSV File

For adding multiple users at once, you can use the CSV import feature.

1. Click the dropdown arrow next to the “Add New User” button.
2. Select “Download CSV Template” to get a correctly formatted file.
3. Fill out the template with the user details (e.g., Full Name, Email, Role).
4. Select “Import CSV File” and upload your completed file to send out bulk invitations.

Managing Existing Users

For each user in the list, you can click the ”…” (more options) menu on the right to perform various actions.

Common actions available in this menu include:

• Edit User: Opens the “Edit User” dialog where you can update the user’s details.
  
  You can modify the First name, Last name, Email, and assign or revoke the Admin role. Click “Update User” to save the changes.
• Deactivate User: Suspends the user’s access to the platform. Their status will change to “Deactivated.” This will prevent them from logging in to the platform.
• Assign Admin Role: Promotes a Member to an Admin, granting them additional permissions. For existing admins, this option becomes “Revoke Admin Role.”
• Resend Invitation: For users with an “Invited” status, this resends the invitation email.
• Delete User: Permanently removes a user from the team. You can only delete users who have not yet accepted the invitation.

User Roles

Omnifact uses a role-based system to manage permissions.

Owner

The highest permission level. There is typically only one Owner per team. Owners have all Admin rights in the team.

Admin

Admins can manage users, roles, and Team Settings. They can invite and remove users and change the roles of other members (except the Owner).

Member

The Member role is the standard permission level for most users. It grants full access to Omnifact’s core features—including Chat and the ability to create and use Spaces—while restricting access to team-level administrative settings.

Single Sign-On (SSO)

Single Sign-On (SSO) is an exclusive feature available for customers on the Enterprise Plan.

Omnifact supports Single Sign-On (SSO) to streamline user access and enhance security for your organization. With SSO, your team members can log in using their existing corporate credentials.

To set up SSO for your organization, please contact our support team at [e-mail]. We will work with you to configure the integration with your identity provider.

Once SSO is active, user information for connected accounts is managed directly through your SSO provider’s dashboard to ensure data synchronization and security.