define.wtf
Admin Guide

Managing Users

Invite team members, assign roles, and manage workspace access

Managing Users

Control who has access to your Define.wtf workspace and manage their permissions. This guide covers user invitations, role assignment, permission management, and activity monitoring.

Accessing User Management

  1. From the main navigation, click AdminMembers
  2. Or navigate directly to /admin/members

User Directory

The user management interface displays all workspace members in a searchable, filterable table.

User List Columns

ColumnDescription
NameUser's full name from their profile
EmailWork email address
RoleCurrent permission level (Viewer, Editor, Admin, Owner)
StatusActive, Invited, Disabled, or Stale indicator
Last ActiveWhen user last accessed the workspace
Acronyms CreatedCount of acronyms authored by user
EditsTotal definitions edited or created
ActionsMenu with options to edit, remove, or change role

Roles & Permissions

Define.wtf uses a hierarchical role system. Each role has default permissions, but specific permissions can be customized per-user.

Role Hierarchy

Owner (highest authority)

Admin

Editor

Viewer (lowest authority, read-only)

Role Definitions

Viewer

  • Read-only access to all acronyms, categories, collections
  • Search and browse the full knowledge base
  • Permitted actions:
    • View acronyms, definitions, categories
    • Search across all content
    • Access collections
    • View public comments
    • Use Slack /define command
  • Cannot:
    • Create, edit, or delete acronyms
    • Modify categories
    • Access admin features
    • Export data (unless custom permission granted)
  • Use case: Stakeholders, read-only reference users, external partners

Editor

  • Create and edit content in the knowledge base
  • Inherits all Viewer permissions plus:
    • Create new acronyms
    • Edit existing acronyms (except locked ones)
    • Create tags and categories
    • Create and manage personal collections
    • Comment on acronyms
    • Suggest changes to locked terms
    • Use advanced search filters
  • Cannot:
    • Delete acronyms or categories
    • Lock or deprecate acronyms
    • Manage other users
    • Access admin dashboard
    • Export data (unless custom permission granted)
  • Use case: Team members, subject matter experts, content contributors

Admin

  • Full content and workspace management
  • Inherits all Editor permissions plus:
    • Delete (soft-delete) acronyms
    • Restore deleted acronyms
    • Lock and unlock acronyms
    • Deprecate acronyms
    • Manage categories (create, edit, delete)
    • Manage collections
    • Create bulk imports
    • Export workspace data
    • View admin dashboard and metrics
    • View activity logs
    • Invite users (role limited to Editor)
  • Cannot:
    • Change user roles
    • Remove users (owner-level action)
    • Permanently delete acronyms
    • Modify workspace settings
    • Configure integrations
  • Use case: Department leads, knowledge managers, content moderators

Owner

  • Full administrative authority (only 1-2 per workspace)
  • Inherits all Admin permissions plus:
    • Change user roles (including promoting to Admin)
    • Remove or disable users
    • Permanently delete (hard-delete) acronyms
    • Modify workspace settings (name, logo, branding)
    • Configure integrations (Slack, webhooks, SSO)
    • Manage API tokens and keys
    • Access billing and subscription settings
    • Delete entire workspace
    • Configure compliance and audit settings
  • Use case: Workspace administrators, billing contacts

Permission Table

PermissionViewerEditorAdminOwner
acronym:view
acronym:create
acronym:edit
acronym:delete
acronym:delete_permanent
acronym:lock
acronym:deprecate
category:create
category:edit
category:delete
user:invite
user:change_role
user:manage
tenant:export
tenant:manage_settings
admin:view

User Provisioning

Users are automatically created when they access your workspace via SSO or SCIM provisioning:

SSO Provisioning

When SSO is enabled:

  1. User navigates to your workspace login page
  2. User clicks "Sign in with [Company]"
  3. User authenticates with your identity provider
  4. User is automatically created in the workspace (if not already present)
  5. User is assigned the default role (typically Viewer)

SCIM Provisioning

When SCIM is enabled:

  1. Admin adds user to your identity provider
  2. Your identity provider automatically sends a SCIM request
  3. User is created in the workspace
  4. User can immediately log in via SSO

No manual invitations are required; users are provisioned automatically.

Assigning & Changing Roles

Change User Role

  1. Click the Actions menu (⋮) for the user
  2. Select Change Role
  3. Choose new role from dropdown
  4. (Optional) Add reason: "Promotion", "Cross-team assignment", etc.
  5. Click Change

Important Notes:

  • Only owners can change user roles
  • You cannot demote an owner (only way is to remove and re-invite as Admin)
  • Role changes take effect immediately
  • User receives notification of role change
  • Audit log records the change

Bulk Role Assignment

Assign the same role to multiple users:

  1. Select users using checkboxes
  2. Click Bulk ActionsChange Role
  3. Select new role
  4. Confirm

User Status & Activity

Status Indicators

StatusMeaning
ActiveUser has accessed workspace in past 30 days
InvitedInvitation sent; awaiting acceptance
StaleNo access in 60+ days
DisabledAdmin has deactivated; cannot log in
InactiveRemoved from workspace

Stale User Indicator

Users who haven't accessed the workspace in 60+ days show a Stale badge:

  • Action: Consider removing inactive users
  • Outreach: Send re-engagement message
  • Permission: Auto-suspend stale users after 90 days (enterprise only)

Last Active Timestamp

Shows when user last:

  • Logged in
  • Viewed an acronym
  • Performed a search
  • Created/edited content

Click the timestamp to view detailed activity history for that user.

Removing Users

Remove a user from your workspace:

Remove a User

  1. Click ActionsRemove
  2. Review impact:
    • Acronyms they created are not deleted (remain in workspace)
    • Their edit history is preserved
    • They lose all workspace access immediately
  3. Confirm Remove User

The removed user:

  • Cannot access the workspace
  • Cannot log in (gets 403 error)
  • Receives notification of removal
  • Can request re-invitation (requires owner approval)

Disable vs. Remove

ActionEffect
DisableUser cannot log in but remains in directory (recoverable)
RemoveUser is deleted from workspace permanently

To disable instead (without removal):

  1. Click ActionsDisable
  2. User cannot access but can be re-enabled

Bulk Remove

Remove multiple users at once:

  1. Select users using checkboxes
  2. Click Bulk ActionsRemove Selected
  3. Review count
  4. Confirm

Custom Permissions

Admins can grant custom permissions beyond the default role:

Grant Custom Permission

  1. Click ActionsManage Permissions (owner only)
  2. In the modal, toggle specific permissions on/off
  3. Custom permissions are shown with a Custom badge next to the role
  4. Click Save

Example:

  • Grant an Editor the tenant:export permission to export data (normally Admin-only)
  • Grant a Viewer the acronym:edit permission to modify specific definitions

Reset to Default Role

  1. Click ActionsReset Permissions
  2. Confirm to remove all custom overrides
  3. User reverts to standard role permissions

User Profile & Settings

View and manage individual user settings:

View User Profile

  1. Click the user's name or row
  2. See detailed profile:
    • Full name, email, avatar
    • Role and custom permissions
    • Date joined
    • Last login
    • Acronyms created, edits made
    • Collections authored
    • Activity breakdown by month

User Settings (Self)

Each user can update their own settings:

  • Name & Avatar: Update profile picture and display name
  • Email: Change email address (verification required)
  • Password: Update password (if using password auth)
  • Notifications: Email digest preferences
  • Display Preferences: Theme, language, timezone

Activity Monitoring

Monitor what users are doing in your workspace:

User Activity Report

  1. Click ActionsView Activity
  2. See timeline of user's actions:
    • Acronyms created with dates
    • Definitions edited (shows before/after)
    • Categories created or modified
    • Collections managed
    • Comments posted
    • Search history (optional, privacy-sensitive)

From the Admin Dashboard:

  • Active Users Last 30 Days: Total count of engaged members
  • Activity by User: Bar chart showing top contributors
  • Activity by Date: Line chart showing daily activity volume
  • Most Active Users: Leaderboard of top creators/editors

Generating Reports

Export user activity for compliance or analysis:

  1. Click Export Activity (top-right)
  2. Choose date range
  3. Select fields: Creator, Editor, Actions, Dates
  4. Choose format: CSV or PDF
  5. Download report

Search & Filter Users

Find users quickly:

Search Users

Type in the search box to filter by:

  • Name (partial match)
  • Email (exact or partial)
  • Role (dropdown filter)

Filter by Role

Click FilterRole and select one or more:

  • Viewer
  • Editor
  • Admin
  • Owner

Filter by Status

Click FilterStatus:

  • Active
  • Invited
  • Stale
  • Disabled

Filter by Activity Date

Click FilterLast Active:

  • Today
  • This week
  • This month
  • Longer than 30 days
  • Longer than 60 days

Combine Filters

Apply multiple filters at once:

  1. Click Add Filter for each criterion
  2. Results update in real-time
  3. Click Clear Filters to reset

SSO & Authentication

Single Sign-On (SSO)

If your workspace uses OIDC/Auth0:

  • Users sign in via your corporate identity provider
  • Email domain can be enforced (e.g., only @mycompany.com)
  • User attributes (name, email, groups) auto-populate from SSO
  • No password management in Define.wtf

Email Verification

  • Users invited by email receive a 7-day verification link
  • Email must be verified before first access
  • Resend verification link if expired

Best Practices

User Onboarding

  • Welcome email: Send workspace overview and orientation links
  • Default role: Start new hires as Editors (escalate as needed)
  • Create collections: Curate onboarding material for new members
  • Assign mentor: Pair with experienced user for first week

Access Control

  • Principle of least privilege: Assign minimal permissions needed
  • Regular audits: Monthly review of role assignments
  • Promote conservatively: Require business justification for admin access
  • Off-board promptly: Remove access on day one of employee departure

Activity Monitoring

  • Set alerts: Notification if new admin role assigned
  • Review stale users: Remove users inactive 90+ days
  • Track top contributors: Recognize most active members
  • Export audits: Generate quarterly reports for compliance

Role Assignment

  • Viewers for stakeholders: Limit access to read-only for non-contributors
  • Editors for subject matter experts: Encourage content contribution
  • Admins for team leads: One per department or function
  • Owners only essential: Keep owner count minimal (1-2 total)

Next Steps: Learn about Managing Categories to organize content, or explore Bulk Import for large-scale data operations.