> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloosphere.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# User Management

> View user list, assign roles, add/edit users, and set usage limits

<Info>Admin › Users</Info>

Manage all platform users, groups, and organizations.

* Role-based access control with fine-grained per-group permissions enables systematic user management at any organization scale.

<Frame caption="User management main screen">
  <img src="https://mintcdn.com/cloocus/Jjr6o_i720oXQtQO/images/admin/users-main.png?fit=max&auto=format&n=Jjr6o_i720oXQtQO&q=85&s=ed3ce2174d98733a0f60c55944a4de54" alt="User management main screen" width="3360" height="1800" data-path="images/admin/users-main.png" />
</Frame>

The user management screen has four tabs.

| Tab                                          | Description                                        |
| -------------------------------------------- | -------------------------------------------------- |
| **Overview**                                 | View, add, edit, delete individual users           |
| [**Groups & Permissions**](/en/admin/groups) | Create and manage permission groups                |
| [**Organizations**](/en/admin/organizations) | Manage organizational units based on Entra ID sync |
| [**Inquiries**](/en/admin/inquiries)         | Receive and respond to user inquiries              |

***

## User List

### View and Search Users

Users appear as a table with these columns.

| Column            | Description                        |
| ----------------- | ---------------------------------- |
| **Name**          | User display name                  |
| **Email**         | Sign-in email address              |
| **Role**          | Admin, User, Pending               |
| **OAuth ID**      | External authentication ID for SSO |
| **Last activity** | Most recent access time            |
| **Created**       | Account creation date              |

**Search:**

* Real-time search by name or email
* Sort by name, created date, or last activity

### User Roles

Cloosphere has three roles.

| Role        | Description                | Admin Panel |  Workspace  |     Chat    |
| ----------- | -------------------------- | :---------: | :---------: | :---------: |
| **Admin**   | Full management permission | Full access | Full access | Full access |
| **User**    | Regular user               |  Per group  |  Per group  |  Per group  |
| **Pending** | Awaiting approval          |  No access  |  No access  |  No access  |

<Warning>
  The **Admin** role can access all settings and data. Grant to minimum users only.
</Warning>

### Super Admin (SA)

<Info>
  **New feature** — Designate one Admin as **Super Admin (SA)**.
</Info>

SA isn't a separate role but a feature to mark the **representative admin among Admins**.

* The SA's email is shown as contact info on the **account activation pending screen** after sign-up.

| Item              | Description                                                            |
| ----------------- | ---------------------------------------------------------------------- |
| **Target**        | Admin role users only                                                  |
| **How to assign** | Click **Set as SA** in the user edit modal (shown only for Admin role) |
| **Display**       | SA badge shown in the user list                                        |
| **Effect**        | The admin's email is shown on the account activation pending screen    |

<Note>
  Only 1 SA can be designated. Designating a new user as SA auto-removes the existing one. Only Admins can designate SA.
</Note>

***

## Adding and Editing Users

### Adding a User

Click the **+** icon (tooltip: "Add user") to manually create a user.

| Field        | Description            | Required |
| ------------ | ---------------------- | :------: |
| **Email**    | Sign-in email address  |     ✓    |
| **Name**     | Display name           |     ✓    |
| **Password** | Initial password       |     ✓    |
| **Role**     | Admin / User / Pending |     ✓    |

<Tip>
  To register many users at once, use **CSV file import**. Pick the CSV upload option in the user add modal.
</Tip>

### Editing a User

Click the user's **name or thumbnail**, or the edit button on the row, to open the edit modal.

<Frame caption="User edit modal">
  <img src="https://mintcdn.com/cloocus/Jjr6o_i720oXQtQO/images/admin/users-edit-modal.png?fit=max&auto=format&n=Jjr6o_i720oXQtQO&q=85&s=75735fc1e1d5d95b546501ccaaf4976c" alt="User edit modal" style={{ maxWidth: '380px' }} width="1321" height="1988" data-path="images/admin/users-edit-modal.png" />
</Frame>

**Editable items:**

* Name
* Email
* Role — pick from Admin / User / Pending, then save
* Profile image URL
* New password
* **Member groups** — view groups the user belongs to and add/remove
* **Member organizational units (OU)** — read-only display of the user's OU tree (Entra/Google Workspace sync result)

<Note>
  Organizational units are shown **read-only** in the user edit screen. OU membership is determined by external IdP sync — to modify directly, change IdP sync settings in [Organization Management](/en/admin/organizations).
</Note>

<Note>
  You can't change your own role, and the first user (First User)'s role also can't be changed.
</Note>

<Tip>
  User role changes are auto-recorded in the **audit log** (`ROLE_CHANGE` event). Track who changed whose role when and how in [Monitoring > Audit Logs](/en/monitoring/audit-logs).
</Tip>

### Deleting a User

<Warning>
  Deleting a user permanently removes all the user's chat history, settings, and data. This action is irreversible.
</Warning>

### User Chats

Admins can view a user's chat list.

* Click the **Chats** button on the user row.

***

## Usage Limits

Per-user token usage and daily limits are shown **per model** under **User edit → Usage tab**.

* Switch the period between **Today · Last 7 days · Last 30 days**.

| Column          | Description                                             |
| --------------- | ------------------------------------------------------- |
| **Model**       | Model the usage is aggregated for                       |
| **Usage**       | Tokens used by that model in the selected period        |
| **Daily limit** | Daily token limit applied to that model (0 = unlimited) |
| **Usage rate**  | Usage percentage against the daily limit (%)            |

If there's no usage record in the period, it shows *"No usage recorded for this period"*.

<Note>
  **Daily limit** and **usage rate** show values only when the period is **Today**. For Last 7 days / Last 30 days, only cumulative usage (Usage column) is shown — the limit and usage rate aren't displayed.
</Note>

<Note>
  Usage limits can be set at four levels — global, user, group, organization — and when set at multiple levels, the **most permissive (highest)** value applies. Manage global defaults and per-model limits in [Model Settings — Token Limits](/en/admin/settings/models#token-limits).
</Note>

***

## Best Practices

<Accordion title="Role management principles">
  1. **Minimize Admins** — Designate only essential users as admins
  2. **Use Pending** — Set new sign-ups to Pending and approve after review
  3. **Periodic review** — Periodically delete or deactivate (Pending) departed user accounts
</Accordion>

<Accordion title="Group design strategy">
  1. **Department-based** — Per-department groups (Marketing, Engineering, Sales, etc.)
  2. **Role-based** — Per-rank groups (Manager, Senior, Junior, etc.)
  3. **Project-based** — Project participant groups (temporary)
</Accordion>

<Accordion title="Security recommendations">
  1. **Least privilege** — Grant only minimum permissions needed for the job
  2. **Group-first** — Prefer group permissions over individual user permissions
  3. **Periodic audit** — Periodically review permission settings and revoke unnecessary
</Accordion>

***

## FAQ

<Accordion title="A user forgot their password">
  Admin can set a new password in user edit. With SSO (Entra ID), contact your company's IT department.
</Accordion>

<Accordion title="How do I let only specific users use a specific agent?">
  In the agent edit screen's **Access** settings, specify the group or organization. Set visibility to "Private" and add the allowed groups.
</Accordion>

<Accordion title="How do I handle departed user accounts?">
  Either delete the account or change the role to **Pending** to deactivate. Deletion also removes chat history — to preserve history, prefer Pending.
</Accordion>

***

## Related Pages

<Columns cols={3}>
  <Card title="Groups & Permissions" icon="user-shield" href="/en/admin/groups">
    Permission groups, 3-level tiers (None/Read/Write), OU mapping
  </Card>

  <Card title="Organizations" icon="building" href="/en/admin/organizations">
    Organization/OU hierarchy, Entra ID sync, organization-based access control
  </Card>

  <Card title="Inquiries" icon="inbox" href="/en/admin/inquiries">
    Receive and handle user inquiries
  </Card>
</Columns>
