Users and designations
Users (/orgs/{orgId}/users) manages who can sign into your organisation.
List and create
- Open Users.
- Create a user with email and org role admin or member.
- The user signs in with OTP (same as Sign in).
- Disable users who should no longer access the portal.
The admin / member flag is the org-user role. Feature access still depends on designations.
Assign designations
- Open a user (
/orgs/{orgId}/users/{userId}). - Assign one or more designations created in Policy.
- Review effective permissions on the user detail view when available.
Guidance
| Org role | Suggested setup |
|---|---|
| Admin | Broad designations (or seeded Admin powers) covering approvals, Policy, Users, invoices |
| Member | Narrow designations: assignees, milestones, submit filing, inbox |
Open in CARA: Open Users
Who can do this
| Action | Admin | Member |
|---|---|---|
| List / create / disable users | Yes (typical) | Only if granted |
| Assign designations | Yes (typical) | Only if granted |
| Edit own limited profile fields | As allowed | As allowed |