Add users, departments, and roles

Add a user

1. 1Go to Settings > Users and select Add User.
2. 2Enter Full name and Email address. The email is the person's sign-in identity and can't be changed later.
3. 3Choose a base Role (Admin or Manager). This is a label only.
4. 4Save. Then grant a governance role so the person can do anything.

Grant or revoke a governance role

1. 1In Settings > Users, select Manage in the person's Governance Roles column.
2. 2Select Add role, choose the Role, and for Department Manager pick the departments.
3. 3Optional: add a reason. Select Grant role.

To revoke, remove the role and enter a reason; revoking always requires one.

• •A person must sign in once before they can be granted a role.
• •Super Admins grant Super Admin and Tenant Admin. Tenant Admins grant Department Manager.
• •You can't remove your own Super Admin role, and the last Super Admin can't be removed.
• •Every grant and revoke is written to the audit log.

Create a department

1. 1Go to Settings > Departments and select Add department.
2. 2Enter a Department name.
3. 3Use Add a workflow to assign workflows, and Add a department manager to assign managers.
4. 4Select Save changes.

Creating the first department turns on budgets, overrides, and the Governance page. You can also assign someone to departments from the Departments column in Settings > Users.

Deactivate a user

In Settings > Users, select Deactivate user on the person's row. They're refused at sign-in and signed out everywhere. Select Reactivate user to restore access with the roles they still hold. You can't deactivate yourself, and only a Super Admin can deactivate a Super Admin or Tenant Admin.