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Users & Agents

How to create, invite, edit, and manage user accounts in Ender Turing, including role assignment, agent linking, invitation workflows, and password management. This article is automatically maintained (users-and-agents).

Overview

The Users & Agents section lets you manage user accounts in your Ender Turing organization. From here you can invite new users, assign roles, link users to agents, manage passwords, and control account status.

Each user account has an email, a name, one or more roles, and an optional link to an agent profile. Roles determine what a user can see and do across the platform.

How It Works

Accessing User Management

  1. Open Settings from the main navigation.

  2. Select Users & Agents.

  3. The Manage Users tab opens by default.

The Users & Agents section contains three tabs:

  • Manage Users — create, edit, and manage user accounts

  • Agents — manage agent profiles and teams

  • Manage Roles & Permissions — configure custom roles

To access the Manage Users tab, your role must include the Manage Users permission.

User List

The user list shows all accounts in your organization, including active, disabled, and invited users. Each row displays:

  • Email

  • Full Name

  • Status — Active, Disabled, Invited, or Invitation Expired

  • Roles — the assigned role names (superusers display as "System User")

  • Last Activity — how recently the user logged in, or "Never logged in"

You can search by email or name, and filter by status using the toggle buttons at the top: Active, Invited, and Disabled.

User Statuses

Status

Meaning

Active

Account is enabled and the user can log in

Disabled

Account is deactivated; the user cannot log in

Invited

An invitation was sent and is waiting for the user to accept

Invitation Expired

The invitation acceptance deadline has passed

Creating a User

  1. On the Manage Users tab, click Invite User.

  2. Fill in the required fields:

    • Full Name

    • Email (must be unique across the organization)

    • Roles (select one or more)

  3. Optionally, link the user to an Agent profile or assign them to one or more Teams.

  4. Choose how to set the password:

    • Send Invitation Email (default) — the user receives an email with an activation link and sets their own password. Click Save & Invite.

    • Enter Password Directly — you set the password immediately and the user can log in right away without needing an email. Click Save & Set password.

  5. Optionally, mark the account as a System/Technical User if it is intended for API integrations or automated processes. System users are excluded from business-related selections such as dispute assignment and training plans.

Invitation Workflow

When you choose Send Invitation Email:

  1. The system sends an email with a unique activation link.

  2. The user clicks the link and sets their own password.

  3. Once the password is set, the account status changes from Invited to Active.

If the invitation expires before the user accepts it, the status changes to Invitation Expired. You can resend the invitation from the user's edit page.

Editing a User

  1. Click the pencil icon on any user row to open the edit page.

  2. You can change:

    • Full Name

    • Email

    • Roles

    • Linked Agent

    • Teams

    • Active/Disabled status

    • System/Technical User flag

From the edit page, you also have access to these actions:

  • Resend Invite — appears when the user's status is Invited or Invitation Expired. Sends a new activation email.

  • Logout from All Devices — immediately ends all active sessions for the user, requiring them to log in again.

If the account is connected to a federated identity provider (OIDC) — for example, because the user signed in through your single sign-on provider — an OIDC linked badge appears below the last login row. The badge is informational; the account itself behaves like any other Ender Turing user.

Managing Passwords

To change a user's password, click the key icon on the user row. Two options are available:

  • Autogenerate — the system generates a random password. You can reveal it, copy it, and share it securely with the user. The password cannot be retrieved later.

  • Manual — enter a specific password and confirm it.

Password requirements: at least 8 characters, including one lowercase letter, one uppercase letter, and one digit.

Agent and Team Linking

  • A user can be linked to one Agent profile. When an agent is selected, the user is automatically assigned to the agent's current team.

  • If no agent is linked, you can manually assign the user to one or more Teams.

  • Agent and team assignment are mutually exclusive: selecting an agent disables the teams field, and vice versa.

  • Some roles may require an agent or team link to function correctly. Ensure the appropriate link is set when assigning such roles.

Access and Permissions

Action

Who can do it

View the Manage Users tab

Users with the Manage Users permission

Create a new user

Users with the Manage Users permission

Edit a user

Users with the Manage Users permission

Create or modify a superuser account

Superusers only

Grant superuser status to a user

Superusers only

Send or resend an invitation

Users with the Manage Users permission

Reset a user's password

Users with the Manage Users permission

Logout a user from all devices

Users with the Manage Users permission, or the user themselves

Superuser accounts are a special tier with full system access. Only existing superusers can create new superuser accounts or modify other superuser accounts. Regular administrators cannot grant or revoke superuser status.

Important Notes

  • Each email address can only be used for one account.

  • The built-in system user (ID 0) cannot be modified.

  • Disabled users cannot receive invitations. Reactivate the account first if you need to resend an invite.

  • When your organization uses single sign-on (OIDC), user creation and invitations may be handled by the identity provider instead of the built-in workflow.

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