Skip to main content
Use User Management to manage Sofie users when your account has the required permissions. Administrators may see user lists, role assignments, group assignments, user details, and usage summaries.
User changes can affect access to chats, Workspaces, artifacts, connected apps, and administration pages. Confirm the business reason before making changes.

​
What you can manage

Depending on permissions, user management can include:
  • Viewing users.
  • Inviting a new user.
  • Assigning a role.
  • Assigning a group.
  • Opening user details.
  • Reviewing activity or usage.
  • Updating an existing user’s role or group.
  • Deleting a user.

​
Invite a user

1

Open User Management

Go to the administration area and open Users.
2

Click Invite New User

Open the invite dialog.
3

Enter email

Add the user’s work email address.
4

Choose role

Select the role that matches what the user needs to do in Sofie.
5

Choose group when useful

Add a group if the user belongs to a team or access cohort.
6

Send invitation

Send the invite and confirm the success message.
If the email already belongs to an existing user, Sofie may update that user’s role or group instead of creating a new invitation.

​
Choose the starting role

Before assigning a role, ask:
  • What does the person need to do on day one?
  • Do they need admin pages or only end-user features?
  • Do they need to create shared Workspaces?
  • Do they need to configure integrations?
  • Do they need to manage users, groups, roles, or security settings?
Use the narrowest role that supports the work.

​
Add users to groups

Groups help you manage users as teams. Use groups for:
  • Department access.
  • Site teams.
  • Project cohorts.
  • Reviewer groups.
  • Workspace member administration.
Do not use groups as a replacement for roles. A group says who belongs together. A role says what access they have.

​
Review user details

Open a user detail page when you need to understand an individual account. Useful checks:
  • Name and email.
  • Assigned role.
  • Group membership.
  • Recent activity.
  • Usage trends when available.
  • Whether the user has the access expected for their work.

​
Delete or remove users

Use deletion only when it matches your organization process. Before deleting a user:
  • Confirm the user should no longer access Sofie.
  • Check whether they own important Workspaces, CoDrafts, CoSheets, CoMeetings, Templates, Orchestrations, or Sequences.
  • Reassign ownership or collaborators where needed.
  • Confirm whether records need to remain available for the team.
  • Follow your organization’s offboarding policy.
Deleting a user can be irreversible in the app. Review ownership and access impact before confirming deletion.

​
User management checklist

Before you finish a user change, check:
  • Role is appropriate.
  • Group is appropriate.
  • Workspace memberships are correct.
  • Required passkey policy is understood.
  • The user knows how to sign in.
  • The user knows where their first Workspace or project lives.