People Management

Manage all users in your workspace, including inviting new members, assigning roles, and organizing them into groups.

Overview

The People page is your central hub for managing workspace members. Here you can:

• Invite new users via email or shareable links
• Assign roles and groups to users
• View user details and API access
• Edit user roles and group memberships
• Remove users from your workspace

Inviting Users

Email Invite

The most direct way to invite users to your workspace:

Steps to Send Email Invitations

1. Navigate to User Management > People
2. Click the Email Invite tab
3. Fill in the invite details:
   • Email: Enter the user’s email address (required)
   • Role: Select a role from the dropdown (required)
   • Group: Optionally assign the user to a group
4. Click Send Invite

The user will receive an email invitation to join your workspace with the specified role and group assignment.

Bulk Invite via CSV

For inviting multiple users at once:

1. Navigate to User Management > People
2. Click the Bulk Invite tab
3. Prepare your CSV file with three columns:
   • email (required)
   • role (required)
   • group (optional)

Example CSV format:

email,role,group
john.smith@example.com,Developer,Engineering
jane.doe@example.com,QA Engineer,Quality Assurance
mike.jones@example.com,Product Manager,Product

4. Drag and drop your CSV file or click to upload
5. Click Upload

The system will automatically send invitations to all valid email addresses in the file.

Join with Link

Create shareable invitation links that anyone can use to join your workspace:

1. Navigate to User Management > People
2. Check the box “Anyone with a link can join this workspace”
3. Configure the link settings:
   • Role: Select a role (required)
   • Group: Optionally select a group
4. Click Generate

Link Features:

• Each link expires in 24 hours
• You can create multiple links with different role/group combinations
• Links cannot be edited after generation
• Links can be individually regenerated or deleted

Viewing Users

People Table

The People table displays all workspace members with the following columns:

Invited Users Table

View pending invitations in the Invited tab:

• Shows users who have been invited but haven’t accepted yet
• Displays email, assigned role, and group
• Resend Invite: Click the menu to resend the invitation email
• Cancel Invite: Remove pending invitations

User Details

Click View User from the menu (•••) to see detailed information:

User Information

• Full Name: User’s complete name
• Username: User’s unique username
• Email: User’s email address
• Role: Currently assigned role
• Group: Group membership
• API Access: Number of APIs the user can access (includes direct access and group-based access)
• Date Added: When the user joined the workspace

Actions

View APIs

• Click View APIs → to see which APIs the user can access
• Automatically redirects to the API Access page with a filter applied for this user

Edit Role & Group

• Click Edit Role & Group to modify the user’s role or group assignment
• Role: Select a new role (single select - users can only have one role)
• Group: Select a new group or remove from current group (single select - users can only belong to one group)
• Click Save to apply changes

Delete User

• Click Delete User to remove the user from the workspace
• Type DELETE to confirm
• This action will:
  • Remove the user from the workspace
  • Revoke access to all APIs
  • Remove from any groups
  • Cannot be undone

Editing Users

Single User Edit

1. Click the Edit option from the user’s menu (•••)
2. Or click Edit Role & Group in the user detail view
3. Update the role or group
4. Click Save

Bulk Edit

Select multiple users to perform bulk actions:

1. Check the boxes next to users you want to edit
2. Use the bulk action menu that appears:
   • Change Role: Assign a new role to all selected users
   • Change Group: Add selected users to a group
   • Remove from Group: Remove selected users from their groups

Removing Users

Single User Removal

1. Click the Delete option from the user’s menu (•••)
2. Or click Delete User in the user detail view
3. Type DELETE to confirm
4. Click Delete User

Bulk User Removal

1. Select multiple users using checkboxes
2. Click the Remove button in the bulk action menu
3. Confirm the action
4. All selected users will be removed from the workspace

Role and Group Assignment

Understanding User Roles

• Each user can have only one role at a time
• Roles determine what permissions the user has across the workspace
• Changing a user’s role immediately updates their permissions
• Users maintain the same role across all APIs they can access

Understanding User Groups

• Each user can belong to only one group at a time
• Groups are used to organize users and grant API access collectively
• Users can be added to a group during invitation or after joining
• Removing a user from a group doesn’t change their role