User Provisioning and Management

User provisioning (or onboarding) is a critical administrative function for managing both internal employees and external users like partners, vendors or customers to ensure they are able to access your account. It involves creating user accounts, controlling how they authenticate, defining roles, group memberships and granting specific permissions to ensure users have the appropriate access to resources. Additionally, the platform provides user management features for managing user information, security settings, and permissions as this information can change over time.

User creation and provisioning as well as deprovisioning can be automated or performed in bulk, it can even be achieved by integrating with your existing User Directory system.

Provisioning Users

Once you've set up your site and established folders for users, whether manually or through automated processes, there are various methods available for user provisioning:

  • Individual User Creation:
    On the web platform, site administrators can create users one at a time. Simply type "Users" in the search box at the top of the screen, select the matching result, and click the "New User" button.
  • Bulk User Provisioning:
    If you need to provision users in bulk, we offer a bulk import option.
  • User Cloning and User Requests:
    Users can be duplicated or created based on user requests.
  • Automation Options:
    User creation can be automated using our API/SDKs or CLI application.
  • Automate via LDAP Integration:
    Our LDAP integration enables automatic provisioning and deprovisioning of users and groups from your existing LDAP/Active Directory system.
  • Automate via SCIM Integration:
    SCIM provisioning and deprovisioning is supported through integration with your existing Directory system and Identity providers like Okta, Azure AD, OneLogin, and AuthO. This integration also allows for seamless Single Sign-on using your existing Identity providers.

A critical step is to decide the method which will be used to authenticate the provisioned users. supports a wide range of authentication methods including the most stringent of enterprise security requirements. Please refer to the various authentication methods supported in You also have the option to implement Two-Factor Authentication (2FA) for your users, adding an extra layer of security to their accounts. This requires the use of two different factors for access, enhancing the protection of their account.

Managing Users

Managing users is an ongoing administrative function, ensuring that each user's settings align with their respective roles and responsibilities as well as securing access to the accounts. To manage users, simply type "Users" in the search box at the top of the screen, select the matching result, and click on the preferred Username.

Site administrators can:

When using LDAP and SCIM integrations with external Directory or Identity Providers, can automatically apply changes to user attributes, such as name and email address. Additionally, it can handle group attributes like group names and memberships.

Deprovisioning Users

In the context of user lifecycle management, Site Administrators have the ability to deprovision or offboard users. This process acts as a vital security measure, preventing unauthorized access and optimizing resource allocation. provides various methods to disable user accounts by site administrators.

  • Site Administrators can manually enable or disable user accounts.
  • The system can automatically disable inactive users, and you can also specify exceptions to this rule.
  • When creating new users, you can set a date for automatic account disabling if the user hasn't logged in by a particular time after their creation.
  • You can set an access expiration date, after which the account will be disabled.
  • There is also the option to permanently delete user accounts.
  • Users provisioned through LDAP or SCIM can be deprovisionined through the same LDAP or SCIM system used for provisioning. This allows for a seamless and automated process, ensuring that user accounts are managed efficiently throughout their lifecycle within the organization.

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