Managing Users

Invite and manage user accounts for your organization.

Overview

The Users module allows administrators to manage all user accounts in Compass.

Accessing User Management

1. Click Users & Roles in the left sidebar
2. Click Users tab
3. You'll see a list of all users in your organization

Inviting Users

Step 1: Start User Invitation

1. Go to Users & Roles
2. Click Invite User(s) button
3. The user invitation modal will open

Step 2: Choose Invite Method

Select how to invite users:

Method	Description
Invite via Email	Send invitation emails to specific addresses
Invite via Access Code	Generate a code users can use to self-register

If Email:

• Enter one or more email addresses

If Access Code:

• An access code section appears for configuration

Step 3: Configure User Details

Fill in the following information:

Field	Description	Required
Roles	One or more permission roles	Yes
Type	Internal or External user	Yes
Entity	Associated entity (shown only for internal users)	If Internal
Access Expiration Date	When user access expires	Optional
Team Lead	User's team lead	Optional
Team	User's team assignment	Optional
Security Settings	Authentication method	Yes
Project Access	Which projects the user can access	Optional
Subject to Absence Management	Whether user participates in absence tracking (shown only for internal users)	If Internal

Step 4: Security Settings

Configure authentication method:

• Password Only — Standard email/password login
• 2-Factor Authentication Required — Requires 2FA for sign-in
• Enforce SSO Login — Must use Single Sign-On (only available for email invitations)

Step 5: Save & Invite

Depending on the invite method:

• Email: Click Save & Invite Users — users receive invitation emails
• Access Code: Click Save & Get Access Code — share the generated code

Note: If the user is internal and subject to absence management, there will be a Next Step button to configure absence settings before final submission.

User Information Tabs

When viewing a user, you'll see the following tabs:

Tab	Description
Base Information	Core profile data, including Roles, Security Settings, and Project Access.
Absence Management	Configuration for leave tracking and absence rules (for internal users).

Note: Permissions (Module, Field, Widget, and Access Rules) are defined at the Role level. To change what a user can see, navigate to their assigned Role in the Roles tab or adjust their personal Project Access in their Base Information.

User Status

Users can have different statuses:

Status	Meaning	Action
Active	User can sign in and use Compass	Normal operation
Disabled	User account is deactivated	User cannot sign in
Invited	User has been invited but hasn't completed sign-up yet	Waiting for user to register

Managing a User

When viewing a single user, the header provides the following action buttons:

Button	Description
Disable	Deactivates the user account (shown for active users)
Delete	Permanently removes the user account
Activate	Reactivates a disabled user account (shown for disabled users)

Disabling a User

When a user leaves or no longer needs access:

1. Find the user in the list and click to open their details
2. Click the Disable button in the header
3. Confirm the action in the popup
4. User status changes to "Disabled"

What happens:

• User cannot sign in to Compass
• All user data and history are preserved
• User can be reactivated later using the Activate button

Related

• Roles & Permissions — Understanding roles
• Module Permissions — Module-level access
• Field Permissions — Field-level restrictions
• Access Rules — Conditional permissions
• Account Overview — User account management