Users
Users have access to all Squiz DXP Services based on their assigned user role.
Users are granted membership to the Integrations Contract but must be added to any Workspaces within that contract.
Some DXP Services require owner and admin users to invite regular users through the product’s user management features. Read more about the user management features through the following documentation links:
You can use your organization’s single sign on to authenticate users if you are using a compatible IdP.
Topics
| Some tasks require a minimum permission level to complete. Read the Before you start section in each procedure for more information. |
Onboard users
- Invite a user to an agency
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Read Invite users to an agency to learn how to invite an admin or owner user to your agency.
- Invite a user to an organization
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Read Invite other admin or owner users to an organization to learn how to invite an admin or owner user to your organization.
- Re-invite a user
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Read Re-invite users to an organization to learn how to re-invite a user if their invitation to join your organization has lapsed.
Manage users
- Disable a user
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Read Disable a user to learn how to disable a user to prevent them from accessing your organization.
- Re-enable a user
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Read Re-enable a user to learn how to re-enable a user so their access to your organization is restored.
- Cancel an invitation
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Read Cancel a user’s invitation to your organization to learn how to cancel a user’s invitation to your organization if they did not accept the invitation.
- Change your password
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Read Change or reset your account password to learn how to change your account password and the security requirements for passwords in Squiz DXP.
Change permissions
- Grant owner role permissions
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Read Grant owner role permissions to learn how to grant owner role permissions to admin users through the Users page.
- Remove owner role permission
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Read Remove owner role permissions to learn how to remove owner role permissions from admin users through the Users page.
- Transfer owner role ownership
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Read Transfer owner role ownership to learn how to transfer owner role access to another admin user through the Users page.
- Grant billing access
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Read Grant billing access to learn how to give users access to invoices for your organization.
- Nominate authorized support contacts
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Read Nominate authorized support contacts to learn how to give certain users permission to request support for your organization.