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Administration: Manage users

Written by amaise Support

On the Users page you manage who has access to your workspace. You invite new colleagues or external experts, give them a role, and keep an overview of all existing access.

This page is available to you if you have the Workspace admin or Technical admin role.

Opening the user overview

Open the Settings (the gear icon in the left navigation) and choose the Users section. You'll now see everyone who has access to your workspace.

What you see in the overview

User overview

For each person you'll find the name, email address, role, and last login. A few labels help you, too:

  • External user — marks people outside your organization.

  • Inactive — the person hasn't logged in for a while.

  • Invitation pending or expired — the person hasn't set up their access yet.

Use the search field to find someone quickly, and the filters to show, for example, only external users.

Inviting a new user

Invite user

  1. Click Create user (the plus icon) at the top right.

  2. Fill in the details:

    • First name and Last name of the person.

    • Display name — this is built automatically from the first and last name and only shows you a preview of how the name will later appear in amaise. You don't need to enter anything here.

    • Email address — the invitation goes to this address.

    • Role — defines what the person can see and do (see below).

    • Professional role and Language — for display and the right assignment.

    • Access groups — control which cases the person can see (optional).

  3. Leave the Send invitation after creation switch on so the person gets an email right away with a link to set up their password.

  4. Click Invite user.

You can also create a person first and send the invitation later — just turn off the Send invitation after creation switch.

The roles at a glance

  • Workspace admin — full access to the workspace: cases, users, settings, and reporting. Can assign roles.

  • Technical admin — manages the workspace but sees no case content. Suitable for IT staff.

  • Basic user — for daily case work. No access to user or workspace management.

  • External user (also read-only) — for external experts such as medical examiners. Access to cases by invitation only.

  • External coordinator and External organization — for external providers who pass cases on to their experts.

Managing existing users

From the menu (the three dots) at the end of each row you can:

  • Edit user — adjust the name and access groups.

  • Send invitation — if the first invitation has expired.

  • Reset multi-factor authentication — the person sets up MFA again at their next login.

  • Delete user from the workspace — when the person no longer needs access.

Which actions are available depends on the row: on your own row the destructive actions are hidden, so the menu shows fewer entries or disappears entirely.

Guarding against accidental lockout

amaise prevents you from locking yourself or the workspace out:

  • Your own row: You can't change your own role or your own access from this list; the role is shown read-only with a lock icon, and the destructive actions are hidden on your row. amaise points this out: «You cannot change your own role or access here. Ask another administrator to make this change for you.»

  • Last administrator: Every workspace needs at least one administrator. If you try to downgrade or remove the last remaining administrator, amaise cancels the action: «Every workspace needs at least one administrator. Assign another administrator before making this change.»

Users signed in with single sign-on (SSO)

If your organization signs in via single sign-on, those users are marked with an SSO label. Their name and permissions then come from your identity provider and can't be changed here — the display name is shown for information only. These accounts are created automatically the first time the person signs in, so you don't need to invite them individually.

Sending several invitations at once

If several people have been created but not yet invited, the Invite users icon (with the number of pending invitations) appears at the top right. Use it to select multiple people and send the invitations in one step.

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