The Users and Roles page under Settings is where you manage who has access to ScalePad CS and what their roles are.

Accessing Users and Roles settings

You can open Settings from anywhere in ScalePad CS:

1. Click your account name in the upper left corner of any page.

2. Click Account Settings.

Then click Users and Roles under the Account section of the left navigation panel.

Users and Roles page layout and features

Users tab

Use the search field on the Users tab to find a specific team member. The table lists each member's name and email, along with:

• Status: Whether the member has confirmed their account.
• MFA: Whether the member has set up multi-factor authentication.

Revoking members' access to ScalePad CS

Each row has a menu icon with the option to Revoke Access, which removes that member's ability to log into ScalePad CS.

Use the checkbox next to each member to select more than one at a time, and revoke access for all of them at once.

Use the Roles tab to review access roles. For creating roles, assigning permissions, revoking access and client-group requirements, see Manage roles and permissions in ScalePad CS. Adding or inviting a ScalePad Hub member is separate from granting ScalePad CS access.

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