> ## Documentation Index
> Fetch the complete documentation index at: https://sofiedocs.usetransfer.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# User management

> Invite users, review user details, manage roles and groups, and handle user removal in Sofie.

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.

<Warning>
  User changes can affect access to chats, Workspaces, artifacts, connected apps, and administration pages. Confirm the business reason before making changes.
</Warning>

## 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

<Steps>
  <Step title="Open User Management">
    Go to the administration area and open **Users**.
  </Step>

  <Step title="Click Invite New User">
    Open the invite dialog.
  </Step>

  <Step title="Enter email">
    Add the user’s work email address.
  </Step>

  <Step title="Choose role">
    Select the role that matches what the user needs to do in Sofie.
  </Step>

  <Step title="Choose group when useful">
    Add a group if the user belongs to a team or access cohort.
  </Step>

  <Step title="Send invitation">
    Send the invite and confirm the success message.
  </Step>
</Steps>

<Note>
  If the email already belongs to an existing user, Sofie may update that user’s role or group instead of creating a new invitation.
</Note>

## 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.

<Warning>
  Deleting a user can be irreversible in the app. Review ownership and access impact before confirming deletion.
</Warning>

## 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.