Tenant Users and Roles Management

Last updated: 2026-03-10 Owner: Product Writer Audience: owner, tenant admin

Purpose

Explain how to invite users, assign tenant roles and govern activation status.

Prerequisites

• tenant role with user management permissions
• correct email address of the user to invite

Operational steps

1. Open the tenant users and roles module.
2. Enter email, optional name and role.
3. Send the invitation.
4. Verify the invitation status.
5. If needed, use resend.

Expected result

The user receives the correct email, activates access and appears in the status consistent with the workflow.

Common errors

• Email not received
• cause: wrong address or provider delay
• solution: correct it and resend

• Role not visible or not assignable
• cause: the role is not compatible with the current administrative profile
• solution: use a higher role or verify the permission set

FAQ

Can I create a platform role from here?

No. This guide covers tenant roles only.