Group management

Group settings are only available to Administrators of the workspace.

Add or deactivate a user

Why this matters

Each user can only access the information and contracts they are authorized to. Groups are used to define these permissions and determine what is visible or not on the platform.

---

Add a user

1. Go to the Workspace settings

2. Click Users then Add a user

3. Enter their work email address

4. Assign them to the right groups (for example: Legal, Finance, Asset Management, etc.)

Groups must be created beforehand: remember to define them before adding your users

1. Click Save

The user will receive an invitation email and will be able to log in via Microsoft/Google SSO (depending on your configuration).

---

Deactivate a user

1. Go to Workspace settings > Users

2. Select the person to deactivate

3. Click Deactivate

👉 The user will no longer be able to access the platform, but their actions and audit trail will remain visible to preserve traceability.

---

Best practices

• Create your groups from the start (e.g.: Legal, Finance, Property Management) to avoid assignment errors.

• Regularly recheck the list of active and deactivated users, especially during team movements.

• Use groups to prepare views or workflows tailored to the needs of each department.