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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The User Management page gives administrators full control over users in the organization — including inviting new users, assigning roles, resetting passwords, and revoking invitations. It is reached at /settings/users.

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Overview

The page is gated by pf.users.manage. It renders a tabbed layout with:
  • Users tab — a DataTable of organization members, showing name, email, role badge, site, and action buttons (Reset Password, Assign Role, Remove).
  • Invitations tab — a DataTable of pending invitations with status and a revoke action.
  • Activity tab — InvitationActivityFeed showing recent invitation events.
An EmailProviderHealthBanner appears if the email provider configuration is degraded. The Add People button opens AddPeopleDialog for sending invitations. Role badge variants: platform_admin (destructive), org_admin (default), site_admin and others (secondary).

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Who it’s for

Requires pf.users.manage (route guard).

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Before you start

  • You must have pf.users.manage to access this page.
  • Email provider must be configured for invitation emails to send successfully.

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Steps

  1. Navigate to Settings → Users (/settings/users).
  2. Review the Users tab for current organization members.
  3. Click Add People to send invitations to new users.
  4. Use the role assignment action to update a user’s role.
  5. Use the reset password action to trigger a password reset email.
  6. Check the Invitations tab for pending invitations; use Revoke to cancel them.
  7. Review the Activity tab for an audit trail of invitation events.

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Key concepts

Role — each user has a role (e.g., platform_admin, org_admin, site_admin) that governs their permissions across the platform. Invitation — a pending email invitation to join the organization; appears in the Invitations tab until accepted or revoked.

Platform Foundation

Platform Foundation overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/platform.tsx
  • src/platform/users/UserManagement.tsx
  • src/platform/users/AddPeopleDialog.tsx