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User lifecycle

Managing the user lifecycle covers the complete trajectory of an individual’s access within your organization: provisioning when joining, adjusting roles during internal transfers, and deprovisioning upon offboarding. Proper lifecycle management is a vital security discipline, as unmonitored or orphaned accounts that persist after an employee leaves represent one of the most significant access risks in enterprise SaaS environments.

Provisioning is the process of creating a user account and assigning initial workspace access:

  1. Targeted role assignment — accounts are created via direct invitation or bulk upload with specific roles pre-assigned. See Users and invitations.

  2. Least-privilege baseline — users receive only the permissions required for their specific job functions on day one, eliminating excessive access windows. See the Capability matrix.

  3. Day-one productivity — new team members land in a workspace pre-configured with the exact tools, connectors, and guardrails necessary for their specific position.

When someone moves team or takes on more responsibility, an admin changes their role or their teams in People & Access. Access follows at once: tools a team grants arrive or leave with the team, and a new role’s capabilities apply on the next request.

Offboarding is just as important as onboarding. An admin has two moves:

  • Suspend — the member keeps their account and history, but can no longer run any tool or agent in the workspace. Use it for leave, an investigation, or a contractor between engagements. Suspension can be lifted.
  • Remove from the workspace — ends their membership. Their tools, runs, and the audit trail stay; their access does not.

Either takes effect immediately, and both are recorded in the audit log.

Lifecycle stageWhat the admin doesResult
Joiner (onboarding)Invites them by email with a role and teamsThey land with exactly the access those grant
Mover (role update)Changes their role or teamsAccess follows immediately
Leaver (offboarding)Suspends or removes themThey can no longer run anything in the workspace