Add a user
1
Open Manage Users
Log into the Oleria workspace and go to Settings → Manage Users.
2
Click Add new user
Select Add new user.
3
Fill in user details
In the New user dialog, enter the user’s email address and select one or more roles. All fields are required. Select View role details to see what each role can do before you decide. Click Save.
See Default user roles for the full description and permissions of each role.
4
Confirm the action status
A status notification confirms the action completed successfully.
5
Verify the new user
The new user appears in the user list with an Active status and can log in to the workspace using your organization’s authentication source.
Update a user’s role
Change the roles assigned to an existing user.1
Open Manage Users
Log into the Oleria workspace and go to Settings → Manage Users.
2
Select the user
Click the row for the user whose roles you want to change.
3
Click Change role
Select Change role.
4
Select the roles
In the Assigned roles list, select one or more roles for the user. This replaces the user’s full set of assigned roles, so make sure every role you want them to keep is still selected. See Default user roles for a description of each role.
5
Save the change
Click Save. A status notification confirms the update. The user list reflects the updated roles..png)
Assign a role to a group
Groups come from your identity provider through SCIM provisioning - there’s no way to create a new group directly from Oleria’s UI. Once your identity provider has pushed a group into Oleria at least once, use Manage Users to control what access its members get, without needing to call the SCIM API yourself.1
Open Manage Users
Log into the Oleria workspace and go to Settings → Manage Users.
2
Open the Groups tab
Select the Groups tab. Every group your identity provider has provisioned into Oleria via SCIM appears here, along with its currently assigned role.
3
Select the group
Click the row for the group you want to assign a role to.
4
Click Change role
Select Change role.
5
Select the role
Choose the role this group should map to. See Default user roles for a description of each. Click Save.
6
Verify
Every current and future member of the group inherits the newly assigned role’s permissions.
A group only appears on the Groups tab after your identity provider has provisioned it into Oleria at least once via SCIM - for example, by pushing group membership from Okta or Microsoft Entra ID. See SCIM user provisioning if you haven’t connected SCIM yet.
Remove a user
Revoke a user’s access to the Oleria workspace.1
Open Manage Users
Log into the Oleria workspace and go to Settings → Manage Users.
2
Select the user
Click the row for the user you want to remove.
3
Click Delete
Select Delete.
4
Confirm the removal
Click Yes, remove user to confirm.
5
Confirm the action status
A status notification confirms the removal. The user no longer appears in the user list.