Platform Capability

User management, enterprise-grade.

Manage users with custom roles, granular permissions, and automated onboarding/offboarding workflows. SSO support and invitation system included.

Capability Deep Dive

More than just user lists

Enterprise-grade identity and access management designed for multi-entity businesses.

Custom Roles & Permissions

Define custom roles with granular permissions. Control access to entities, projects, features, and data. Role-based access control throughout.

Onboarding Workflows

Automate user onboarding with templates. Assign roles, grant access, and send welcome emails automatically. Consistent onboarding every time.

Offboarding Workflows

Securely offboard users with one click. Revoke access, reassign tasks, and transfer ownership. Maintain audit trail of all changes.

Invitation System

Invite users via email with role-specific invitations. Track invitation status, resend expired invites, and manage pending acceptances.

Single Sign-On (SSO)

Support for SAML and OAuth SSO providers. Users log in with corporate credentials. Centralized identity management for enterprise clients.

Guest Access

Grant limited access to external parties like auditors, clients, or contractors. Time-limited, permission-controlled guest accounts.

Use Cases

How businesses use user management

Multi-entity access control

A holding company with 10 entities manages access across all subsidiaries. Each entity has its own team, but corporate staff need cross-entity visibility.

  • Entity-specific roles and permissions
  • Cross-entity access for corporate users
  • Granular control over data visibility
  • Audit trail of all access changes

Consultant collaboration

An accounting firm invites consultants to collaborate on client engagements. Consultants get role-based access to specific projects without seeing other client data.

  • Consultant accounts with limited scope
  • Project-level access control
  • Time-limited guest access for auditors
  • Automatic access revocation after engagement

Employee lifecycle management

An HR department manages employee onboarding and offboarding at scale. Templates ensure consistent access provisioning, and offboarding secures data.

  • Onboarding templates by role and department
  • Role selection during invitation with 8 role options
  • One-click offboarding with task reassignment
  • Compliance audit trail for access changes

Stop managing user access in spreadsheets

Enterprise-grade user management with RBAC and SSO. 14-day free trial, no credit card required.