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Users

Use Users to manage existing accounts and invite new people into your organization.

Administrators can create users directly, send email invitations, import multiple invitations from CSV, review pending invitations, revoke invitations that should no longer be used, and assign broad platform roles.

The main table shows user names, emails, and assigned roles. Use search to find a person, open a user for details, or use the actions at the top of the table for invitation workflows.

User Detail​

Open a user from the list to review and maintain one specific account.

Use the detail page to check:

  • account identity and contact information,
  • assigned role,
  • team membership,
  • account status,
  • available administrative actions.

Use user detail when troubleshooting access. If a user cannot see an agent, workflow, data collection, or admin area, check the user's role first, then team membership, and then the access settings of the target resource.

Creating a New User​

Use Create User when the account should be created immediately by an administrator.

The form asks for:

  • First Name
  • Last Name
  • Email
  • Phone Number (optional)
  • Password

Confirm with Submit, or close the dialog with Cancel.

Creating User

Inviting Users​

Use Invite User when the person should receive an email invitation and finish the account setup themselves.

The invitation form asks for:

  • Email
  • First Name
  • Last Name
  • Role

After the invitation is sent, the recipient receives an email with a link to join Siesta AI. The link takes them to the Siesta AI app, where they can finish account setup with a password-based signup flow or through configured SSO. Invitations expire after 7 days.

If an invitation already exists for the same email:

  • an active pending invitation is resent,
  • an expired or revoked invitation is refreshed with a new token and expiration,
  • an email that already belongs to an existing user is rejected.

Admins cannot invite another user as Owner when their own role is only Administrator.

Domain-Based Onboarding​

For organizations that want users to join without a manual invitation for every person, the Siesta AI team can enable domain-based onboarding.

When domain-based onboarding is active, Siesta AI recognizes approved company email domains. If a new user signs in with Google or Microsoft using one of those domains, Siesta AI can automatically associate the account with the correct organization.

Use domain-based onboarding when:

  • the organization has a controlled company email domain,
  • users should be able to join through Google or Microsoft SSO,
  • admins want to reduce manual invitation work for larger teams.

Contact the Siesta AI team to configure approved domains and confirm the expected onboarding behavior before rolling it out.

Pending Invitations and Revoking Access​

Use Pending Invites to review invitations that have not been accepted yet. The list includes the invitee email, name, role, status, creation time, and expiration.

You can revoke a pending invitation when:

  • the invite was sent to the wrong person,
  • the person should no longer join the organization,
  • the role or access plan changed before the invite was accepted.

Revoking changes the invitation status to Revoked. Only pending invitations can be revoked; accepted, expired, or already revoked invitations cannot be revoked again.

Bulk Invitation from CSV​

Use Import CSV when you need to invite several users at once. The CSV file must use these headers:

email,firstName,lastName
allen.bowman95@demo.local,Allen,Bowman
shannon.harper100@example.com,Shannon,Harper
lisa.jackson320@demo.local,Lisa,Jackson
victor.martinez169@demo.local,Victor,Martinez
thomas.blackwell821@example.com,Thomas,Blackwell

Bulk invitation CSV example

CSV import creates invitations with the default User role. Use the single Invite User flow when you need to choose a different role during invitation.

Before importing:

  • keep the file as .csv or text/csv,
  • include the exact headers email, firstName, and lastName,
  • make sure every row has a valid email address,
  • remove duplicate emails,
  • keep the file under 1 MB.

After import, each row is processed separately. The result can show:

  • Created: a new invitation was created and emailed,
  • Resent: an existing active pending invitation was emailed again,
  • Refreshed: an expired or revoked invitation was renewed,
  • Ignored: a duplicate email was skipped,
  • Failed: the row had missing names, an invalid email, an existing user, or another validation problem.

User Roles​

In the role assignment dialog, the following options are available:

  • Owner
  • Administrator
  • User

Role Selection

Roles define broad platform permissions. Teams define resource access boundaries. Use both together: roles answer "what can this user do?", while teams answer "which shared resources can this user access?".