Help Center Guide

Manage users and roles

Add, update, suspend and organise users with clear role-based access.

Step-by-step setup

Follow this practical guide to add, update, suspend and organise users with clear role-based access.

01
Review active users
Complete this step, confirm the expected outcome and document any decision that affects your workspace configuration.
02
Create role groups
Complete this step, confirm the expected outcome and document any decision that affects your workspace configuration.
03
Assign access levels
Complete this step, confirm the expected outcome and document any decision that affects your workspace configuration.
04
Suspend or remove old accounts
Complete this step, confirm the expected outcome and document any decision that affects your workspace configuration.
05
Audit access with team owners
Complete this step, confirm the expected outcome and document any decision that affects your workspace configuration.

Expected outcome

Use the same structured setup pattern that keeps OneWorkspace AI implementations clear, governed and easy to maintain.

Every record, action and approval has an accountable owner before the workflow goes live.

Permissions and validation are reviewed before users begin working with live business data.

The setup is connected to a visible operational outcome rather than treated as an isolated task.

Quality check

A final review protects data quality, user adoption and reporting accuracy.

Run the full workflow with realistic records and confirm that each state, notification and handoff behaves correctly.

Confirm that every role sees only the information and actions required for their responsibilities.

Record naming, ownership and governance choices so the workspace remains consistent as the team grows.

Book a guided walkthrough and we will map the setup to your real team, permissions and operating process.