Users

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Overview

Users represent the people who can access your Poolside organization. You assign users to one or more teams, and roles assigned to those teams grant permissions. You manage users from Organization > Users in the Poolside Console.

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How users receive access

You assign users to one or more teams. Each team has a single role, and roles define permissions. Users inherit permissions through their team memberships. If a user belongs to multiple teams, Poolside combines the permissions from each assigned role. Poolside applies changes to team membership or role assignments immediately.

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Options for adding users

You can add users to your organization in the following ways:

• Invite manually: Invite users individually by email.
• Import from CSV: Add multiple users at once using a CSV file.
• Automated provisioning: Manage users through SCIM 2.0.

For automated provisioning, see User provisioning.

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Add users manually

Use this method to invite one or more users manually. Prerequisites

• You belong to a team with the tenant-admin role.

Steps

1. In the Poolside Console, navigate to Organization > Users.
2. Click Add User.
3. Select a team to add the user to.
4. Enter one or more email addresses. You can also paste a comma-separated list of emails.
5. Click Add.

New users receive an invitation and join the specified teams when they first sign in. For existing users, Poolside applies team membership and access changes immediately.

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Import users from a CSV

Use a CSV file to add multiple users and assign them to teams in a single upload. Prerequisites

• You belong to a team with the tenant-admin role.

Steps

1. In the Poolside Console, navigate to Organization > Users.
2. Click Add User.
3. Select Batch Import.
4. Download the CSV template.
5. Populate the file with user email addresses and team IDs.
   You can assign different teams to different users in the same file. To find a team’s ID, open the team details under Organization > Teams.
   Example:
   Copy

   team_id,email
   example-team-1-id,user1@company.com
   example-team-2-id,user1@company.com
   example-team-1-id,user2@company.com
   example-team-2-id,user2@company.com
   
6. Upload the completed file and click Add.

New users receive an invitation and join the specified teams when they first sign in. For existing users, Poolside applies team membership and access changes immediately.

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Edit a user

Change the user’s name, email, or team assignments. Prerequisites

• You belong to a team with the tenant-admin role.

Steps

1. In the Poolside Console, navigate to Organization > Users.
2. Click the ellipsis (…) in the row for the user you want to edit and select Edit User.
3. Change the user’s name, email, or assigned teams as needed.
4. Click Save.

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Remove a user

Removing a user immediately revokes their access to Poolside. It does not delete resources created or owned by that user. Those resources remain accessible to other users with appropriate permissions. Prerequisites

• You belong to a team assigned the tenant-admin role.

Steps

1. In the Poolside Console, navigate to Organization > Users.
2. Click the ellipsis (…) in the row for the user you want to remove and select Remove User.
3. Review the confirmation dialog and click Confirm.