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Users, roles, permissions, and scope

Invite and manage users with the minimum module access and group/location scope required.

Verified 2026-09-04 · Source da3f301

What this does

Invite and manage users with the minimum module access and group/location scope required.

Steps

  1. Open Users and search for the person before inviting.
  2. Invite or open the user.
  3. Assign authorized groups and locations.
  4. Assign a role or review its module access levels.
  5. Save and verify the resulting navigation and edit access.

User lifecycle

Search, invite, edit scope, disable access, and review invitation or membership state from Users.

Access levels

No Access hides and blocks a module. Read Only permits viewing without mutation. Editor permits supported changes inside assigned scope.

Role actions

Create, edit, copy, assign, and delete roles only after reviewing affected users. A role cannot expand a user's assigned group/location scope.

User settings

Invitation and access defaults apply only where the interface exposes them and do not override individual scope restrictions.

Settings reference

SettingWhat it doesDefaultScopeNotes
Invitation and access defaultsConfigures invitation and access defaults.Current product default shown in the UIgroup and locationRequires users editor; displayed choices are authoritative for the current account and release.
No Access, Read Only, and EditorConfigures no access, read only, and editor.Current product default shown in the UIgroup and locationRequires users editor; displayed choices are authoritative for the current account and release.

Permissions and scope

  • No Access hides or blocks the module. Read Only permits viewing but disables changes. Editor permits the documented create, edit, publish, or administrative actions within the user's assigned scope.

Mobile

  • On narrow screens, open the sidebar or overflow menu to reach the same actions; labels and save behavior are unchanged unless this article says otherwise.

Search, invite, edit, disable, and scope users

This control is covered by the Users, roles, permissions, and scope workflow.

Applies to /admin/users

Invitation and membership states

This control is covered by the Users, roles, permissions, and scope workflow.

Applies to /admin/users

Invitation and access defaults

This control is covered by the Users, roles, permissions, and scope workflow.

Applies to /admin/users/settings

Save and permission states

This control is covered by the Users, roles, permissions, and scope workflow.

Applies to /admin/users/settings

Create, edit, copy, assign, and delete roles

This control is covered by the Users, roles, permissions, and scope workflow.

Applies to /admin/users/roles

No Access, Read Only, and Editor

This control is covered by the Users, roles, permissions, and scope workflow.

Applies to /admin/users/roles

Group and location scope consequences

This control is covered by the Users, roles, permissions, and scope workflow.

Applies to /admin/users/roles

What happens next

Your change is available within the scope you selected.

Warnings

  • Role and scope changes can take effect immediately.

Troubleshooting

  • A missing module indicates No Access, missing entitlement, or out-of-scope location.
  • A visible but disabled action generally indicates Read Only access or an unmet workflow prerequisite.
  • For invitation and membership states, verify the selected scope, access level, required connection, and displayed validation or freshness status; retry once after correcting the cause, then create a context-rich Support case if it continues.
  • For save and permission states, verify the selected scope, access level, required connection, and displayed validation or freshness status; retry once after correcting the cause, then create a context-rich Support case if it continues.

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