Open Users
Manage staff identities, roles, invitations, and access status.
Before you start
- •Sign in to the Hub with access to this workspace.
You will finish with
- •You can explain what Open Users is for and choose the correct next action.
Safety and data checks
- • Role and suspension changes take effect immediately; never modify the wrong person or share an account.
Complete the task
- 1Navigate
Open Open Users
Use the Hub navigation to open Open Users. Do not begin from a bookmarked record until you can identify this workspace in the normal menu.
Expected resultOpen Users is open and its page heading is visible.
- 2Review
Understand what belongs here
Users manages individual staff accounts while role permissions and navigation access are configured centrally in Settings. Use this distinction to avoid creating the same work in a neighbouring workspace.
- 3Verify
Read the current state first
Confirm identity, email, roles, account status, invitation state, and whether the person already exists. Read the customer, owner, date, and status before opening or changing a record.
- 4Review
Choose the correct action
Invite, update role, suspend, or reactivate the verified person, then confirm the resulting access. Open the specific record and confirm its history before saving, sending, assigning, or completing anything.
- 5Verify
Confirm the safe stopping point
Role and suspension changes take effect immediately; never modify the wrong person or share an account. This orientation ends before any irreversible or customer-facing submission.
Role and suspension changes take effect immediately; never modify the wrong person or share an account.Expected resultYou know what must be verified before the final action.
If something does not look right
The page or action is not visible.
Confirm your role and Navigation & Access settings, then ask a Super Admin if the feature is disabled.