While Identities and Employees provide the data foundation of your stack, Sastrify Users are the individuals who can log into Sastrify and perform actions within the platform. User Management page is your central hub for managing these users.

To manage users effectively, it’s important to understand where they sit in the Sastrify ecosystem:

• Identities: Sourced from your IdP. They track usage.

• Employees Sourced from your HRIS. They provide department/cost center context.

• Sastrify Users: These are Identities or Employees who have been invited to log in, own subscriptions, and manage tasks.

How to Invite Users

There are two ways to grant platform access. We recommend inviting from the Identity Provider tab to ensure accounts are correctly linked to their usage data from day one.

Option 1: Inviting via Identity Provider (Recommended)

1. Navigate to Integrations > Identity Provider.

2. Go to the Identities tab.

3. Select the checkbox next to the specific identity (or select multiple for bulk invites).

4. Click Invite.

5. Once the invite is accepted, the individual will appear in the User Management list.

Option 2: Inviting Manually via User Management

1. Go to Settings > User Management.

2. Click Invite Users.

3. Enter the Name and Email. (Click Add More to invite a group).

4. Assign a Role (Admin, Contributor, or Viewer). Note: All users in a bulk invite will share the same initial role.

5. Click Invite.

Managing Existing Users

To update access or details, navigate to Settings > User Management.

• Edit Details: Click the three-dot icon (⋮) > Edit. You can update their name, change their platform role, or reassign the subscriptions they own.

• Resend Invitation: If a user hasn't joined yet, use the Re-invite from the three-dot icon (⋮) to trigger a new invite email.

• Delete User: To revoke access permanently, select Delete. This removes their ability to log in but does not delete their underlying Identity or Employee record.