> ## Documentation Index
> Fetch the complete documentation index at: https://docs.aibams.com/llms.txt
> Use this file to discover all available pages before exploring further.

# User Management

> Learn how to onboard, offboard, and manage users within your AIBAMS workspace.

## The User Directory

The **User Management** panel provides a complete list of all individuals with access to your workspace.

1. Go to **Admin Settings → Users**

The directory displays:

* Name and Email
* Current Role
* Status (Active, Invited, Suspended)
* Last Active date
* 2FA Status (Enabled/Disabled)

***

## Onboarding Users

### Sending Invitations

1. Click **Invite User**
2. Enter one or more email addresses (comma separated)
3. Select the Role (Default: Member)
4. Click **Send Invites**

### Bulk Import (CSV)

For larger teams, you can invite users in bulk:

1. Click **Import CSV**
2. Download the template CSV file
3. Fill in the required columns: `Email`, `FirstName`, `LastName`, `Role`
4. Upload the CSV and click **Import & Invite**

### Handling Pending Invites

Users who haven't accepted their invitation appear in the **Pending** tab.

* Invitations expire after **7 days**.
* You can click **Resend** or **Revoke** next to any pending invitation.

***

## Managing Active Users

Click on any user in the directory to view their profile and manage their access.

### Editing User Details

Admins can update a user's Job Title or Department, but users must update their own Name, Password, and Profile Photo.

### Changing Roles

Select a new role from the dropdown. Changes take effect immediately. See [Roles & Permissions](/admin-guide/roles-permissions) for details on what each role can do.

### Resetting Passwords & 2FA

If a user is locked out:

* **Reset Password:** Sends a secure password reset link to their email.
* **Reset 2FA:** Removes their current 2FA configuration. They will be required to set it up again upon their next login. Use this if they lost their device and backup codes.

***

## Offboarding Users

When an employee leaves the company, you must revoke their access to AIBAMS. You have two options: Suspend or Remove.

### Option 1: Suspend User (Recommended)

Suspending a user blocks their login but keeps their account intact.

1. Locate the user and click **⋯** → **Suspend**
2. The user is immediately logged out of all active sessions.

**Why Suspend?**

* Prevents login.
* Keeps their email inbox active so Admins can delegate it or set up forwarding.
* Keeps them listed as the "Owner" of files they created in FileX.
* Easy to reactivate if they return.

### Option 2: Remove User (Permanent)

Removing a user deletes their account from the workspace.

1. Locate the user and click **⋯** → **Remove**
2. You will be prompted to reassign their assets.

**Asset Reassignment:**
When you remove a user, AIBAMS asks what to do with their data:

* **Files:** Choose an active user to inherit ownership of the removed user's FileX files.
* **MailX:** Choose whether to delete their mailbox or convert it into a Shared Inbox.

<Warning>
  User removal cannot be undone. We strongly recommend Suspending users first, evaluating their data, and only Removing them once you are certain their assets have been properly secured or reassigned.
</Warning>

***

## Groups & Teams (Coming Soon)

*(Feature currently in development for Professional and Enterprise plans)*

Soon, you will be able to organize users into **Groups** (e.g., "Marketing", "Engineering"). This will allow you to:

* Share FileX folders with a whole Group at once.
* Mention `@Engineering` in comments.
* Apply security policies to specific Groups.