Guides

Manage Access

A compact index that routes workspace, people, resource, session, and record tasks to the right guide.

Page type: GuideManage accessStatus: CurrentCurrent product behaviorLast reviewed: 2026-07-27

Start with the workspace and person, then choose the resource and session scope; when work ends, check the session, assignment, and record separately. This index routes each task without repeating the procedures.

Workspace and people

  • Manage workspaces: Covers creating and switching workspaces and accepting or declining invitations.
  • Invite users: Explains sending, resending, and cancelling a workspace invitation.
  • Manage user roles: Explains changing a member role within the assignable catalog.
  • Manage user status: Explains suspending, reactivating, removing a member, and resetting resource assignments.
  • Manage timed access: Explains creating, extending, and terminating time- or usage-bounded access.

Resources and access

  • Connect a machine: Explains preparing and connecting a machine as a managed resource.
  • Manage resources: Explains manual resource setup, detail updates, and lifecycle boundaries.
  • Assign resources: Explains assigning an active member a resource, timed access, and session scope.

Sessions

Support and records