Collection
Account & Teams
11 articles
01User roles and permissionsThe four built-in roles, data scoping, assignment, and the principle of promoting to Admin deliberately.3 min→02Invite a team memberInvite by email with role and scope — sending, what the invitee experiences, pending management, and seats.3 min→03Manage workspacesWhen to split into separate workspaces vs teams — isolation boundaries, switching, and cross-workspace users.3 min→04Set up SSO (Okta, Google, Microsoft)SAML/OIDC SSO with major IdPs — setup flow, testing before enforcing, break-glass, and group mapping.4 min→05SCIM provisioningAutomate the user lifecycle from your IdP — joiners, movers, leavers — with deprovisioning rules and audit.3 min→06Custom rolesDefine roles beyond the built-in four — building one, common examples, precedence, and governance.3 min→07Audit logsWho did what, when, from where — what's captured, searching, retention/export, and the compliance role.3 min→08Remove a userDeactivate vs delete, the asset-reassignment flow, the departing rep's mailbox, and SCIM offboarding.3 min→09Transfer ownership of an accountTransfer workspace ownership — the flow, what ownership means, billing contact, and the departing-owner case.3 min→10Team activity dashboardPer-person workload and outcomes for coaching and load-balancing — what it shows, signals, and access.3 min→11Multi-workspace user managementManage users across workspaces from the org console — one identity, per-workspace roles, and access reviews.3 min→
