User Management

User Management is where admins add people to ScalePay and manage their access.

Use it when a new teammate joins, someone changes teams, or a user should no longer access the workspace.

What User Management is used for

In Organization -> User Management, you can:

• View all users in your organization
• Search users
• Move through paginated user lists
• Invite one or multiple team members by email
• Add a user manually
• Edit user basic information
• Assign or update roles
• Open a user detail page
• Delete a user

Access and permissions

If a button is missing, contact your workspace admin to update your permissions.

Open User Management

1. Under profile tab, open Organization.
2. Select User Management.
3. You will see a table with columns:
   • Email
   • Name
   • Roles
   • Status
   • Created At
   • Actions

Find users quickly

Use the search box at the top of the page:

• Type your keyword (for example: email or name)
• Results are refreshed automatically after a short delay

The table uses pagination. You can change page and page size from the table controls.

Invite users by email

Invitation is the easiest option when adding teammates.

1. Click Invite Users.

2. Enter one or more email addresses.

3. You can add emails by:

   • Pressing Enter
   • Typing a comma
   • Typing a space
   • Pasting multiple emails at once

   

4. Click Send Invite.

Important:

• Invalid or duplicate emails are blocked in the dialog.
• Invitation links are valid for 7 days.
• After accepting the invitation, the user can sign in. If your company uses SSO, they should use the SSO option explained in Account Registration.

Add a user manually

Use manual creation only when your organization wants an admin to create the account directly.

1. Click + Add User.

2. Fill in required fields:

   • Email
   • First Name
   • Last Name
   • Password

   

3. Click Create User.

Validation rules:

• Email must be valid
• First and last name are required
• Password must be at least 6 characters

Edit a user

1. In the user row, click the Edit icon.
2. Update user information.

3. Click Save Changes.

Notes:

• Email is read-only in edit mode.
• This action updates profile fields (not role assignment).

Assign roles to a user

1. In the user row, click the Assign Role icon (shield).
2. Select one or more roles.
3. Click Save.

Notes:

• Role assignment is handled in a dedicated dialog.
• For owner accounts, role assignment is disabled from the list.
• If you are unsure which role to choose, review Roles & Permissions.

Open user detail page

From 3 dots on each row, click here to open the detail page.

You can review:

• Identity information
• Contact information
• Status and member since date
• Workspace-related profile details

Delete a user

1. In the user row, click the Delete icon.
2. Confirm in the dialog.

3. The user is removed after successful confirmation.

Use this action carefully because it can affect access and workflow ownership.

Real-world onboarding example

1. A new support staff member joins the company.
2. Admin invites the user by work email.
3. The user signs in with SSO from Account Registration.
4. Admin assigns the Support Agent role.
5. Admin adds the user to the right team in Team Management.
6. The user starts handling conversations in Inbox.

Offboarding example

1. A staff member leaves the company.
2. Admin removes or disables their access.
3. Admin checks open tickets assigned to that user.
4. Tickets and conversations are reassigned to another user or team.

Troubleshooting

I cannot see User Management

• You may not have user view permission.
• Ask your admin to grant organization user view access.

I can view the table but cannot invite/add/edit/delete

• You may only have view permission.
• Ask your admin for user management permission.

I cannot assign roles

• You need role assignment permission.
• Ask your admin to grant role assignment access.

My changes are not visible immediately

• The list usually refreshes automatically after successful actions.
• If needed, refresh the page and search again.