User Management

The Users page lets you invite team members to your Causely workspace and control their level of access via roles.

Accessing Users

1. Open the Admin Portal (profile icon → Admin Portal)
2. Select Users from the left sidebar

Inviting a User

1. On the Users page, click Invite User
2. Enter the user's email address
3. Select a role (see Roles below)
4. Click Invite

The invited user will receive an email with a link to join your workspace.

Roles

Causely has three roles that control what a user can do in the workspace:

Role	Description
Administrator	Full administrative access. Can manage tokens across all mediators in the tenant, invite and manage users, and configure workspace settings.
Developer	Can add new mediators and manage tokens for those mediators. Cannot manage tokens belonging to other mediators or perform broader administrative actions.
Read Only	Can make most configuration changes, including service tiers, thresholds, notifications, and integrations. Cannot add mediators, manage tokens, or create public scopes.

You can change a user's role at any time from the Users page by selecting the user and updating their role.