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Introduction

The Users section allows administrators to manage user accounts across the tenant. Users can be team members (full app access) or client accounts (portal access scoped to a client).

Each user is assigned a role that determines their permissions, and can belong to one or more organizations and clients.

Users list

User Types​

TypeDescription
Team memberFull sidebar access. Works across organizations and manages projects, findings, and templates.
Client accountSimplified portal access scoped to assigned clients. Can view projects, findings, and assets.

User Detail Pages​

Click a user row to access their detail pages:

TabDescription
FindingsFindings created by this user
ScheduleThis user's calendar and assignments
LogsThis user's time logs (admin view)

Route: /users/:userId/findings, /users/:userId/schedule, /users/:userId/logs

User page