# Administration

# App-user and group management

You can manage app-users and groups in Tools > Apps portal > Users and groups.

Manage users and groups

# Add users

You have three different options to add app-users to the Apps portal. You can add app-users to the Apps portal by sending individual invitations, or SSO JIT (Just-in-time) provisioning. The first option enables you to invite external users and requires users to accept the invitation, while SSO JIT (Just-in-time) provisioning is only for your internal users.

Your third option is to invite users programmatically using the Invite user action.

# Individual invitations

To send an individual invitation:


Navigate to Tools > Apps portal > Users and groups.


Select Invite user.


Enter the Name and Email address of the user you plan to invite.


Click Add user.


New users appear in the Users and groups interface.

Invite an individual user to the Apps portal

# Organize users and groups

You can organize app-users into user groups. This enables you to apply permissions using role-based access controls, and assign workflow tasks to specific groups.

By default, Workato places every user into the Everyone group.

# Create a group

To create additional groups:


Click the + (plus).


Name the group.


Click the (checkmark) to save.

# Add users to the group

Select Add users to this group to add existing users to this group.

Alternatively, you can invite new users into this group directly by clicking Invite user.

Add users to a group

# Edit/delete a user

This interface enables you to edit a user's name and the groups to which they belong.

You can also delete users. When you delete a user they lose access to the Apps portal.

To edit a user:


Click the user name you plan to edit.


Make the necessary changes.


Select Save changes.

To delete a user:


Click the user name you plan to delete.

Alternatively, click the (checkbox) to the left of the user name.


Click Delete user.

Last updated: 9/21/2023, 9:23:12 PM