🎯 Purpose of this article
This article guides you through creating and fully managing user accounts, as well as identifying and resolving access errors. It is intended for company administrators responsible for managing users on the platform.
👥 Creating and managing user accounts
1. Create a user account
Manual account creation is not compatible with SSO: if your organization uses Single Sign-On (SSO), user accounts are automatically generated upon their first login. In this case, you cannot create accounts manually.
Steps to create an account (excluding SSO):
Access your admin interface
Click on User management in the main menu
Select Create a user
Enter the required information
Confirm account creation
👉 The user will automatically receive an invitation email to activate their account.
2. Activate or deactivate a user
To activate or deactivate a user:
Search for the user in the list of accounts
Click on the Activate button next to their name
Confirm activation
👉 A deactivated user retains their data but can no longer access the platform.
3. Edit the associated entity and admin level
Edit the associated entity:
Access the user's profile
Click on Edit information
Select the new associated entity from the dropdown menu
Save the changes
Edit the admin level:
In the user profile, go to the Permissions section
Check or uncheck Administrator role
Define the admin scope if needed
Confirm the changes
👉 Changes to the admin level take effect immediately.
4. Possible access errors: identification and solutions
Are you encountering an error message when logging into the platform via SSO? This guide helps you identify the probable cause and know who can intervene to resolve it.
🆘 What to do in case of an access error?
First, if an error message appears:
Take a screenshot or copy the exact message displayed.
Contact our support team via the help button or by email.
Provide us with the full error message, the date, and the email address of the user concerned.
This will allow us to quickly guide you to the right solution.