Managing existing users
Managing existing users in the Celonis Platform involves maintaining and updating user accounts to ensure secure, role-appropriate access. This includes modifying roles and permissions, assigning users to teams and spaces, monitoring activity, enforcing access policies, and deactivating or removing users when needed to maintain governance and compliance within Celonis Platform.
Managing users in your team
Once users have been invited to your team, team admins can manage them from the Users area:
Click Admin & Settings - Users.
Click the individual profile you want to manage.
Select from the following options:
Change User Role: Choose between Admin, Analyst, and Member. For more information about User roles, see: User and team roles.
View Profile: View users’ personal details, see and update their user roles, and lock their accounts.
Lock / Unlock: Lock or unlock users’ accounts, removing or restoring their permissions in your team. Locked users still count towards your seat allocation. For more information about locked users, see: User locking policy.
Remove from Team: Remove users’ permissions, meaning they can no longer access your team. Removed users are also removed from your seat allocations, giving you additional seats to use.
View Permissions: See an overview of users’ current permissions in your team within the browser.
Email: Compose an email to users in your default email tool. You can also compose an email to groups of users by clicking Admin & Settings - Groups.
Export Permissions: Export users' current permissions as a CSV file.