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Manage Users

User management allows you to invite team members to your workspace, assign roles, and control who can access different features.

Accessing User Management​

  1. Navigate to Settings in the main menu
  2. Click Users in the sidebar
  3. You'll see two sections:
    • Workspace Users: Current members of your workspace
    • Team Members: Invite new members

User Roles​

Agoralia uses role-based access control (RBAC) with the following roles:

Owner​

  • Full access to all features
  • Can manage users and settings
  • Can delete the workspace
  • Highest level of permissions

Admin​

  • Can manage users and settings
  • Can create and manage campaigns
  • Can view all data
  • Cannot delete the workspace

Operator​

  • Can create and manage campaigns
  • Can view calls and results
  • Cannot manage users or settings
  • Limited to operational tasks

Member​

  • Can view campaigns and calls
  • Cannot create campaigns
  • Cannot manage settings
  • Basic read-only access

Viewer​

  • Read-only access to campaigns and calls
  • Cannot create or modify anything
  • Most restricted role

Inviting Users​

  1. In the Team Members section, enter an email address
  2. Click Invite
  3. An invitation email will be sent to the user
  4. The invitation will appear in the Pending Invitations list

Invitation Status​

  • Pending: Invitation sent but not yet accepted
  • Accepted: User has accepted the invitation and joined the workspace
  • Expired: Invitation has expired (typically after 7 days)

Managing Invitations​

Viewing Pending Invitations​

Pending invitations appear below the invite form with:

  • Email address
  • Status (pending, accepted, expired)
  • Expiration date
  • Actions (revoke)

Revoking Invitations​

  1. Find the invitation in the Pending Invitations list
  2. Click Revoke (X icon)
  3. The invitation will be cancelled and the user won't be able to accept it

Viewing Workspace Users​

The Workspace Users table shows:

  • Email: User's email address
  • Name: User's full name
  • Role: Current role (Admin or Member)
  • Joined: Date when the user joined the workspace

Role Hierarchy​

Roles follow a hierarchy where higher roles can perform actions requiring lower roles:

  • Owner ≥ Admin ≥ Operator ≥ Member ≥ Viewer

For example, an Owner can perform all Admin, Operator, Member, and Viewer actions.

Best Practices​

  1. Start with minimal permissions: Assign the lowest role that allows users to do their job
  2. Regular audits: Review user access regularly to ensure only necessary users have access
  3. Use roles appropriately:
    • Owners: Workspace creators only
    • Admins: Team leads and managers
    • Operators: Campaign managers
    • Members: General team members
    • Viewers: Stakeholders who need visibility only
  4. Revoke unused invitations: Clean up expired or unused invitations regularly
  5. Document access: Keep track of who has access and why

Limitations​

  • Plan limits: Your plan determines how many users you can invite
  • Role restrictions: Some features require specific roles (e.g., settings management requires Admin or Owner)
  • Invitation expiration: Invitations expire after a set period (typically 7 days)

Troubleshooting​

User Can't Accept Invitation​

  • Check that the invitation hasn't expired
  • Verify the email address is correct
  • Ask the user to check spam folder
  • Revoke and resend the invitation if needed

User Has Wrong Permissions​

  • Check the user's role in the Workspace Users table
  • Update the role if needed (requires Admin or Owner access)
  • Verify role hierarchy allows the required actions

Can't Invite More Users​

  • Check your plan's user limit
  • Upgrade your plan if you need more users
  • Remove inactive users to free up slots