Roles and Permissions - User Management

Users

The Users section is used to manage internal workspace members who can access and use the platform.

From this page you can:

• Search and sort users
• View pending invitations
• Export the user list as a CSV
• Invite new users

Invite Users

Click Invite Users to open the right-side drawer where new users can be added.

You can invite users in three ways.

Invite by Email

1. Click Invite Users.
2. Enter the user’s email address.
3. Select a role.
4. Optionally assign the user to one or more groups.
5. Click Add Another to invite multiple users.
6. Send the invitation.

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

Invite by Link

1. Open the Invite by Link tab in the drawer.
2. Select the role users will receive.
3. Optionally select a group.
4. Click Generate Link.
5. Share the link.

The invitation link expires after 24 hours.

Bulk Import (CSV)

1. Open the Bulk Import tab.
2. Download the CSV template.
3. Fill in the required fields:

• Email
• Role
• Group (optional)
• Password

4. Upload the CSV file.

Users imported this way receive immediate access and no email invitation is sent.

Customers

The Customers section manages external users who access the platform with the Customer role.

Customers have a lighter access model than full users and are typically connected to API usage through a Customer ID.

From this page you can:

• Search and sort customers
• View invitations
• Export the customer list
• Invite new customers

Invite Customers

1. Click Invite Customers to open the right-side drawer.
2. Enter the email address.
3. Enter the Customer ID.
4. Optionally assign the customer to a group.
5. Click Add Another to invite multiple customers.
6. Send the invitation.

The Customer ID must exactly match the Customer ID used in your APIs.

If the same Customer ID exists across multiple APIs in your workspace, the customer will automatically gain access to all matching APIs.

Customers can also be invited using CSV bulk import, following the same format as user imports.

Edit Customer

1. Open a customer from the list.
2. Edit the Customer ID, role, or group membership.
3. Save changes.

Groups

The Groups section is used to organize users and customers and manage their API access collectively.

From this page you can:

• Search, sort, and export groups
• View group members
• View APIs assigned to a group
• Create new groups

Create a New Group

1. Click New Group.
2. Enter the group name.
3. Select users and/or customers to add to the group.
4. Save the group.

Members can belong to multiple groups at the same time.

Manage Group Members and API Access

1. Open a group from the list.
2. Use the tabs to manage:

• Group Members
• API Access

From here you can:

• Add or remove members
• Assign APIs to the group
• Edit the group name

Roles

The Roles section defines permission levels within the workspace.

Create a New Role

1. Click New Role.
2. Configure the permissions for the role.
3. Save the role.

Roles determine what actions users can perform in the platform and can be assigned during user invitations or user management.

API Access

The API Access section allows administrators to control which users, customers, or groups can access specific APIs.

The API list displays metadata such as:

• Environment
• Category
• Number of users with access
• Number of customers with access
• Number of groups with access

You can also search, sort, and filter APIs.

Manage API Access

1. Open an API from the list.
2. View the entities that have access:

• Users
• Customers
• Groups

3. Click Add Access to grant permissions to additional users, customers, or groups.

Revoke Access

To remove permissions:

• Remove individual entities from the access list, or
• Use Revoke All Access to remove API access from everyone.