DocsUsers
Manage user accounts, groups, and invitations for your Kaelio workspace.
The Users page has three tabs: Users for managing accounts and invitations, Groups for organizing users and controlling view access, and Usage for platform analytics.
Users tab
The Users tab shows all registered users and pending invitations in a unified, searchable table. Use the status filter to narrow the view to All, Active, Inactive, or Invited entries.
Each row displays the user's email, name, role, and status. Pending invitations appear as rows with an "Invited" status.
Roles
Kaelio supports two roles with different permission levels.
| Role | Permissions |
|---|---|
| Admin | Full access to the Admin Panel and all platform features |
| User | Access to chat, dashboards, metrics (read-only), knowledge (own blocks + read-only global), evaluations (view and run), and personal settings |
Editing a user
Click the pencil icon on any user row to open the edit dialog with two tabs:
Profile tab:
- Email, first name, and last name
- Role assignment (Admin or User)
- Enabled/disabled toggle
Security tab:
- User security properties — key-value pairs used in
SQL security policy
template variables (for example,
tenant_id,department)
You can't disable or delete your own account. The enabled toggle and delete button are disabled when viewing your own user profile.
Deleting a user
Click the trash icon to delete a user. A confirmation dialog appears before the deletion is applied. This action can't be undone.
Inviting a user
Click Invite User to open the invitation dialog.
Enter the email address and select a role (Admin or User).
Click Send Invitation. The user receives an email with a link to create their account.
Managing invitations
Use these actions on invited rows in the table.
- Resend — Click the resend icon to send the invitation email again
- Revoke — Click the X icon to cancel a pending invitation (requires confirmation)
Expired invitations are marked with an "Expired" label. Revoke and resend if the recipient still needs access.
Groups tab
The Groups tab lets you organize users into groups for controlling view access. Groups are displayed in a searchable table showing each group's name, description, member count, and creation date.
Creating a group
Click Create Group and enter a name and optional description.
Editing a group
Click the pencil icon on any group row to update its name or description.
Managing members
Click the members badge or the members icon to open the membership dialog. From there you can:
- Add a member — Select a user from the dropdown and click Add
- Remove a member — Click the remove icon next to any member (requires confirmation)
Deleting a group
Click the trash icon to delete a group. A confirmation dialog warns that views assigned only to this group will become admin-only.
Usage tab
The Usage tab shows platform adoption and activity statistics. See Usage Analytics for full details on the available metrics and charts.