For the complete documentation index, see llms.txt

Managing users

As a SuperAdmin or Editor user, you can manage the users within your organisation(s).

To view and manage users, go to Users in the left menu. The Users section provides an overview of all users invited to your SIAM platform, including their associated organisations, roles, last login, creation date, and account status.

From this page, you can invite new users, edit or delete existing users, and view more details on each user by clicking their email address or the ellipsis icon in their row.

Inviting users

You can invite up to ten users at once and give them either global access or access to a specific organisation:

To invite users to your SIAM platform, do the following:

1. Navigate to the Users section.
2. Click the Invite users button.
3. Enter one or more email addresses. You can add up to ten addresses to one invitation.
4. Under Invite user on, select one of the following options:
   • Select Global to grant access across all organisations.
   • Select Organisation, then select the organisation that the users should join.
5. Select the roles to grant to the users.
6. For an organisation invitation, expand Membership attributes and enter the values to assign to the new memberships.
   • The section is displayed only when membership attributes have been defined.
   • You must complete every required attribute. Optional attributes can be left blank.
   • The values apply to every email address in this invitation.
7. Click Send Invite.

After sending the invitation, you receive a success notification.

The invited user receives an email with instructions on how to finalise and activate their account.

When the user opens the invitation, the activation form includes the user attributes configured for the Invitation form. The user must complete required attributes and can provide initial values even when Editable by user is turned off.

Membership attribute permissions

You can assign an initial membership attribute value during an organisation invitation even when Editable by admin is turned off. In that case, administrators cannot change the value after the membership is created.

For more information about membership attributes and their settings, see Membership attributes.

Important

The invitation email is only valid for 1 hour by default. Learn more about configuring this setting in the SIAM settings documentation.

Once a user joins, you can review and edit their details in the Users section.

Viewing and editing user attributes

Administrators can view a user's attributes by doing the following:

1. Navigate to the Users section.
2. Select the user.
3. Open the Details tab.

The User details section displays the user's attributes. This administrator view is not limited by the forms selected in the attribute definition. An attribute without a value is displayed as -.

To update the user, click Edit. You can change an attribute when both of the following conditions apply:

• You have permission to update the user.
• The attribute has Editable by admin turned on.

Other attributes remain read-only. If an editable attribute is required, you must provide a value before saving the user.

Users can view their own attributes under Profile > Details. Selecting User Profile in the attribute's form configuration ensures that the attribute appears here, including when it does not have a stored value.

To update the values, the user clicks Edit in the Personal details section. Attributes with Editable by user turned on can be changed; other attributes remain read-only. If an editable attribute is required, the user must provide a value before saving the profile.

Want to learn more?

For information about form placement and edit permissions, see User attributes.

Viewing and editing a user's membership attributes

To view the membership attributes assigned to a user, do the following:

1. Navigate to the Users section.
2. Select the user.
3. Open the Memberships tab.

The tab groups the user's membership attributes by organisation. When the user belongs to many organisations, SIAM retrieves all pages of memberships and displays them in the same tab. An attribute without a value is displayed as -.

The Memberships tab is hidden when there are no membership attributes to display for the user's organisation memberships.

To update the values for an organisation:

1. Click Edit.
2. Enter the values, then click Save.

The Edit button is available only when both of the following conditions apply:

• You have permission to update that organisation membership.
• At least one membership attribute has Editable by admin turned on.

Attributes that do not have Editable by admin turned on remain read-only. If an editable attribute is required, you must provide a value before saving the membership.

Viewing and editing your membership attributes

Users can view the attributes for their own organisation memberships by doing the following:

1. Open Profile.
2. Open the Memberships tab.

The tab displays a separate section for each organisation and loads all available memberships. It is hidden when the user does not belong to an organisation. An attribute without a value is displayed as -.

To update the values for an organisation:

1. Click Edit.
2. Enter the values, then click Save changes.

The Edit button is displayed only when at least one membership attribute has Editable by user turned on. Other attributes remain read-only.

If an editable attribute is required, the user must provide a value before saving the membership.