Users and Roles

Manage users and their roles within your organization.

Overview

User management allows administrators to control who has access to Scrivio and what they can do.

Users

Adding Users

1. Navigate to Settings > Users
2. Click Add User
3. Enter the user's email address
4. Select a role
5. Click Invite

The user will receive an email invitation to join the organization.

Managing Users

• View all users in your organization
• Edit user details
• Change user roles
• Deactivate users

User Status

• Active - User can access the system
• Pending - Invitation sent, awaiting acceptance
• Inactive - User access revoked

Roles

Roles define what users can do in the system.

Default Roles

Your organization comes with default roles:

• Admin - Full access to all features
• Manager - Team management capabilities
• User - Standard access for daily work

Custom Roles

Create custom roles to match your organization's structure:

1. Navigate to Settings > Roles
2. Click Create Role
3. Name the role
4. Select permissions
5. Save

Teams

Organize users into teams for better collaboration:

• Create teams based on departments or functions
• Assign team leaders
• Manage team calendars

See Roles & permissions for detailed permission configuration.