> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.solvimon.com/platform-guides/platform-configuration/users-permissions/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.solvimon.com/_mcp/server. # User management Users can be managed in the Users section under the Settings Menu. One user can have access to multiple Platform accounts, on multiple environments. You can view a listing of the Users that are created and have access to your platform here. ![](/_fern-img/d508fd4b1a77bf26274bf7d17797f51e8b5b66847b0989e6871ec3a3575fd264.webp) ## Adding a new user To create a new user, go to **Settings → Users** and click on `+ Add user` in the top right corner. ![](/_fern-img/b2840b2345cd7827f6885acbb500d31f8cbb69b9cec96091c69e54e80e83d480.webp) Then, provide the email address of the new user and assign the specific roles you want to give to the new user. For more information about the roles and respective permissions, please visit [this page](/platform-guides/platform-configuration/users-permissions/roles-permissions). > **Note** > > To be able to add a new user, you need to have the User Administrator Role or Administrator Role assigned to your user. After clicking on the `Invite user` button, the user will receive on his/her inbox an invitation email with an URL to set up the password to access Solvimon Desk. --- ## Manage and Update Account Information To update your account information conveniently, you can access the icon on the top right corner and click in the `Account settings` button to update the email address linked to the user. ![](/_fern-img/3a863438b9a6144a683f5bd159932b56eb8cc8cb8a38328c267095cf80401f6b.webp) Similarly, you can also click on the `Create new password` button to set up a new password. ![](/_fern-img/1fb3400effdc4f463ff4259905f4e6f3390dab3e1440b46cb63e27f0067f278d.webp) ## Manage users On the **Users** screen, depending on the user status, some actions can be performed. ### Edit users An user can be edited and new roles can be assigned or revoked by going to the three dots button on the right section of the user and click on `Edit`. ![](/_fern-img/ec9c6da2455e89b6ded50183b418a3bd71284fb6bc856326c9c856418acd11c1.webp) Then, by clicking on the `Assign roles` button, roles can be edited. ![](/_fern-img/078678e9980f3b1445693e2f26b1fc1a934d93fc46cb748530a08cc906ca956e.webp) ### Revoke or Resend invitation For users whose status is **Invited**, it is possible to either resend the invitation email, or to revoke the invitation request. ### Deactivate user For **Invited** or **Active** status, it is possible to deactivate the user, removing its access to the platform. --- ## Single Sign On (SSO) via Google Solvimon supports single sign-on with Google accounts. You can reach out to us to configure it for your users, where any specific domains you’d want to whitelist for your organisation can be provided. ![](/_fern-img/d3e3ce1c4301aff033086bbc4c34a0cd1263202601cd31f024349e86f37db74d.webp) \ ## Single Sign On (SSO) via Okta Solvimon supports single sign-on for the Okta provider. In order to enable this feature, it is required to set up a new App Integration on your Okta instance. To do so, the following steps can be followed: * Log into your Okta Admin Console * Navigate to `Applications` * Click on `Create App Integration` with the following details: * `Sign-in method`: **OIDC - OpenID Connect** * `Application Type`: **Web Application** * `App Name`: Up to the customer (Example: Solvimon Auth0 Integration) * `Sign-in redirect URIs`: Reach out to the Support Team to get this field. * `Controlled access`: Select who can access this application. * Save and share with Solvimon the app information bellow: * `Client ID` * `Client Secret` * `Issuer URI` Once this is is information is provided, Solvimon is able to finalise the Okta set up. Solvimon can also provide a secure Self-Service URL that contains a step by step on how to set up the app, and where is also possible to submit the `Client ID`, `Client Secret` and `Issuer URI` and test the connection right away. > **Note** > > Reach out to the Support Team or Customer Success Manager to request a secure Okta Self Service URL. Once the self-service flow is completed, inform the Solvimon team. After the Okta Set Up is finalised, the sign in process starts by going to the Log In screen and: * Click on the `Sign with SSO` button * Add your email address * Select the Okta option ![](/_fern-img/8d8ca77c0e6a5ee72bbf0bab6217d1af04bcfa62124d358ce2ed7e3322b3f860.webp) This will forward you to the Okta's sign in screen. Once you input your login credentials, you will be redirected to Solvimon Desk. ![](/_fern-img/00722d5cc88e7123572c633cf1d65bcac9a0dc81809926281fe4c89b001b02eb.webp) > **Note** > > It is possible to turn off the default username and password login functionality. Please let our support team know if you wish to have this option enabled. \ > **Warning** > > The email address used to log in to the Okta account must be the same as the one registered for the user in Solvimon Desk. --- > ### To de-activate users, please contact Solvimon support --- ## Docs - [Roles](https://docs.solvimon.com/platform-guides/platform-configuration/users-permissions/roles-permissions.md) - [Single Sign On (SSO) via Okta](https://docs.solvimon.com/platform-guides/platform-configuration/users-permissions/single-sign-on-sso-via-okta.md) - [Single Sign On (SSO) via EntraID (Beta)](https://docs.solvimon.com/platform-guides/platform-configuration/users-permissions/single-sign-on-sso-via-entraid.md)