Users Overview

View workspace users and manage their access permissions and roles.

Overview

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Note

Depending on whether single sign-on (SSO) is enabled for your organization or not, the procedures for managing user access and roles vary. For more information on each scenario, see Managing Users.

To learn how to enable SSO, see Single Sign-On (SSO).

In the Users section of the administration area, you can do the following:

  • View and manage workspace users and contacts
  • View user details and change their roles
  • Export user data by clicking Export
Users Section in the Administration Area

Users Section in the Administration Area

User Statuses

The following table lists the tabs that appear on the Users page, each corresponding to different user statuses.

Tab (User Status)Description
AllAll workspaces users, except for archived ones.
ActiveUsers whose permission for the workspace is active.
InvitedInvited users who haven't yet accepted the invitation request. You can reinvite a user by clicking Re-invite.
RequestedInvited users who haven't yet been approved by an admin. This admin invitation mode can only be enabled by SAP LeanIX Support.
Not invitedUsers subscribed to fact sheets as contacts. To learn more about contacts, see Contacts.
ArchivedUsers whose permission for the workspace is archived (deactivated). Archived users don't have access to the workspace.

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Note

On the Users page, the count of users on each tab also includes technical users, but these users are not listed. For additional information, see Technical Users.

Contacts

In SAP LeanIX, users who are subscribed to fact sheets but haven't yet been invited to the workspace and don't have an SAP LeanIX account are called contacts. Contacts are created when non-LeanIX users are added as fact sheet subscribers. For more information, see Adding Non-LeanIX Users as Subscribers.

You can view all contacts on the Not invited tab in the Users section of the administration area. When needed, you can invite contacts to a workspace by clicking Invite on the right. You can also invite contacts from the Subscriptions tab on a specific fact sheet or by using the Invite User option in the user profile menu.

The table below highlights the differences between contacts and workspace users:

CriteriaContactWorkspace User
Status

To learn more about statuses, see User Statuses.
Not invited- Active
- Invited (users who haven't yet accepted the invitation request)
Ways to add users- Excel import (subscriber)
- Inline table editing (subscriber)
- API request
- Email invitation
- SSO
- SCIM
- API request
Can be added as a subscriberYesYes
A permission role is assignedNoYes
Access to the workspaceNoYes
Receives notifications and surveys from SAP LeanIXNoYes

User Details

To view information for a specific user, on the Users page, select a user by clicking their email address. On the user details page, you can:

  • View user details: This includes the user's email address, name, status, role, and last login time.
  • Deactivate a user: To deactivate a user, click Archive next to Status. You can't delete users. You can only archive them.
  • Change the user's role: If SSO isn't enabled or you're managing roles within SAP LeanIX with SSO, you can change a user’s role on the user details page. Select a different role from the Roles list and click Save. The new role takes effect upon the user's next sign-in.
  • View user's fact sheet subscriptions: On the User Subscriptions tab, you can view all fact sheets a user is subscribed to, along with their subscription type and role for each fact sheet.
User Details Page

User Details Page