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How-to guides

Task-oriented recipes for managing IAM — users, groups, and authentication.

IAM — How-to guides

Manage users

TaskHow
Invite a new userClick the Settings gear icon (bottom-left of the sidebar), select Users, click New Invite, enter email and permission groups
Change a user's permission groupsOpen the user's detail page, click Edit, update group assignments
Remove a userOpen the user's detail page, click Remove. Their resources remain but they lose access
Resend an invitationOpen the pending invitation from the Users page and click Resend

Manage permission groups

TaskHow
Create a custom groupClick the Settings gear icon (bottom-left of the sidebar), select Permission Groups, click Create Group, select the permissions to include
Assign a group to usersOpen the group detail page and click Add Members
Clone an existing groupUse the group's action menu and select Clone

Configure authentication

TaskHow
Set up SSOClick the Settings gear icon, select Organization Settings, scroll to Custom Identity Provider, and configure Azure/Google/GitHub
Generate an API keyGo to your profile settings and click Create API Key

See Concepts for background on permission groups and authentication methods.

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