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
- From the main navigation, click Admin → Members
- Or navigate directly to
/admin/members
User Directory
The user management interface displays all workspace members in a searchable, filterable table.
User List Columns
| Column | Description |
|---|---|
| Name | User's full name from their profile |
| Work email address | |
| Role | Current permission level (Viewer, Editor, Admin, Owner) |
| Status | Active, Invited, Disabled, or Stale indicator |
| Last Active | When user last accessed the workspace |
| Acronyms Created | Count of acronyms authored by user |
| Edits | Total definitions edited or created |
| Actions | Menu 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
/definecommand
- 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
| Permission | Viewer | Editor | Admin | Owner |
|---|---|---|---|---|
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:
- User navigates to your workspace login page
- User clicks "Sign in with [Company]"
- User authenticates with your identity provider
- User is automatically created in the workspace (if not already present)
- User is assigned the default role (typically Viewer)
SCIM Provisioning
When SCIM is enabled:
- Admin adds user to your identity provider
- Your identity provider automatically sends a SCIM request
- User is created in the workspace
- User can immediately log in via SSO
No manual invitations are required; users are provisioned automatically.
Assigning & Changing Roles
Change User Role
- Click the Actions menu (⋮) for the user
- Select Change Role
- Choose new role from dropdown
- (Optional) Add reason: "Promotion", "Cross-team assignment", etc.
- 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:
- Select users using checkboxes
- Click Bulk Actions → Change Role
- Select new role
- Confirm
User Status & Activity
Status Indicators
| Status | Meaning |
|---|---|
| Active | User has accessed workspace in past 30 days |
| Invited | Invitation sent; awaiting acceptance |
| Stale | No access in 60+ days |
| Disabled | Admin has deactivated; cannot log in |
| Inactive | Removed 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
- Click Actions → Remove
- Review impact:
- Acronyms they created are not deleted (remain in workspace)
- Their edit history is preserved
- They lose all workspace access immediately
- 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
| Action | Effect |
|---|---|
| Disable | User cannot log in but remains in directory (recoverable) |
| Remove | User is deleted from workspace permanently |
To disable instead (without removal):
- Click Actions → Disable
- User cannot access but can be re-enabled
Bulk Remove
Remove multiple users at once:
- Select users using checkboxes
- Click Bulk Actions → Remove Selected
- Review count
- Confirm
Custom Permissions
Admins can grant custom permissions beyond the default role:
Grant Custom Permission
- Click Actions → Manage Permissions (owner only)
- In the modal, toggle specific permissions on/off
- Custom permissions are shown with a Custom badge next to the role
- Click Save
Example:
- Grant an Editor the
tenant:exportpermission to export data (normally Admin-only) - Grant a Viewer the
acronym:editpermission to modify specific definitions
Reset to Default Role
- Click Actions → Reset Permissions
- Confirm to remove all custom overrides
- User reverts to standard role permissions
User Profile & Settings
View and manage individual user settings:
View User Profile
- Click the user's name or row
- 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
- Click Actions → View Activity
- 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)
Workspace Activity Trends
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:
- Click Export Activity (top-right)
- Choose date range
- Select fields: Creator, Editor, Actions, Dates
- Choose format: CSV or PDF
- 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 Filter → Role and select one or more:
- Viewer
- Editor
- Admin
- Owner
Filter by Status
Click Filter → Status:
- Active
- Invited
- Stale
- Disabled
Filter by Activity Date
Click Filter → Last Active:
- Today
- This week
- This month
- Longer than 30 days
- Longer than 60 days
Combine Filters
Apply multiple filters at once:
- Click Add Filter for each criterion
- Results update in real-time
- 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.