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 and onboarding
Section titled “Provisioning and onboarding”Provisioning is the process of creating a user account and assigning initial workspace access:
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Targeted role assignment — accounts are created via direct invitation or bulk upload with specific roles pre-assigned. See Users and invitations.
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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.
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Day-one productivity — new team members land in a workspace pre-configured with the exact tools, connectors, and guardrails necessary for their specific position.
Role and team changes
Section titled “Role and team changes”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.
Suspension and removal
Section titled “Suspension and removal”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.
User lifecycle summary
Section titled “User lifecycle summary”| Lifecycle stage | What the admin does | Result |
|---|---|---|
| Joiner (onboarding) | Invites them by email with a role and teams | They land with exactly the access those grant |
| Mover (role update) | Changes their role or teams | Access follows immediately |
| Leaver (offboarding) | Suspends or removes them | They can no longer run anything in the workspace |
Next steps
Section titled “Next steps”- Invite and manage members → Users and invitations
- Manage user roles and permission boundaries → Roles overview
- Structure users into operational departments → Teams and departments