Users

The Users view lists everyone in your organization with their role, status — active, invited or inactive — last activity and group memberships, all in one table. It’s where you invite people, change what they can do, and remove them when they leave.

Note

If your organization has SSO provisioning enabled, people don’t need to be invited at all. Your identity provider creates their Intric account, and it appears in this list like any other. See Single sign-on and directory sync.

Inviting users

How you invite people depends on how your organization’s Intric environment is configured. Either Intric emails each invitation for you, or you invite one person at a time and send them a sign-up link yourself.

To see which applies to you, look at the top of the Users view. If it has an Invitations tab next to Members, Intric sends the email. If there’s no tab, you send the link.

In both cases you choose the role the person gets when they join. You can change it later.

When Intric sends the invitation

1. Select Send invitations.
2. Enter the email addresses of the people you’re inviting. You can add several at once, and Intric flags any address it can’t read so you can correct it or select Remove invalid.
3. Choose a role and select Send invitations.

Each person receives an email with their own sign-up link. The link works once and expires after seven days.

Intric skips any address that already belongs to someone in your organization, or that already has a pending invitation, and lists the skipped addresses afterwards.

Pending invitations

The Invitations tab lists invitations that haven’t been accepted yet, with their role, when each was sent and when it expires. An invitation past its expiry date is labelled Expired.

• Resend invitation emails the same person again and gives the link a new seven days. Use it when an invitation has expired or the email was missed.
• Revoke invitation stops the link from working, even if the recipient still has the email.

When you send the sign-up link yourself

1. Select Send invitations.
2. Enter one email address, choose a role and select Send invitations.
3. Intric shows the invite link. Copy it and send it to the person through whichever channel you use.

The link opens your organization’s sign-up page. The person must sign up with the exact email address you invited, because that’s what connects their new account to your invitation.

Until they sign up, the person appears in the Users list as Invited. To copy the link again, open the menu on their row and select Copy invite link. These invitations don’t expire. To withdraw one, delete the invited user.

Finding people

Search the list by name or email, or filter it by role, group, status or last activity. You can sort by user or by last active.

Export downloads the list as a CSV file, with your current filters applied.

Changing a role

To change someone’s organization role (User, Creator or Admin), open the menu on their row and select Change role.

Important

You can’t change your own role or delete your own account. Neither action appears on your own row, and you can’t select yourself in the list. Another admin has to make the change.

Acting on several users at once

Select people in the list, then open the selection menu to change the role of everyone selected, or to delete them all in one step. This is the practical route for an offboarding batch or a role change across a whole team.

Once every person on the page is selected, you can choose Select all matching to act on everyone who matches your current filters, not just the people visible on this page. Your own account is never included.

Deactivated users

A deactivated account is labelled Inactive in the list. Filter the list by status to see inactive users on their own.

You can’t deactivate someone from the Users list. An account becomes inactive when it’s deactivated or locked in your identity provider, and it becomes active again when it’s restored there.

An inactive user can’t sign in. They don’t count towards the user totals in insights, and they no longer receive admin notifications or cost-limit emails.

Deleting a user

Deleting a user removes their account and their sign-in, and takes them out of every user group. The assistants and knowledge they created stay in their Spaces, so the team keeps what that person built.