User Management
Learn how to manage users properly.
By Mike and 2 others3 authors20 articles
What is a user/member?Who is a user or member in Fulcrum.
What is a user account?Describing what people use to access your Fulcrum plan.
Collaborating with Other Users in FulcrumEfficiently collect, manage, and review data as a team using Fulcrum’s multi-user, collaborative features.
As an owner/manager can I reset the password of one of my plan members?Why you cannot change a password for a member's user account.
What are audit logs?How to use audit logs to monitor and audit user activities within your organization.
Exporting a List of Organization MembersHow to download a CSV file of the current members of your plan.
How do I set up Single Sign-on and User Provisioning?SAML-based SSO and SCIM-based user provisioning streamline user access and management by automating onboarding, offboarding, and role assignments through an organization's identity provider.
Entra ID (formerly Azure) SCIM GuideThis article describes how to set up SCIM-based user provisioning through Microsoft Entra ID (formerly Azure Active Directory).
Is there a monthly cost to add more users?The user cost for the various plan types in Fulcrum
How do I add or import new users to my plan?Inviting or importing user accounts to be members of your Fulcrum plan.
How do I remove members from my plan?Removing users from your plan.
Okta SCIM GuideThis article describes how to set up SCIM-based user provisioning through Okta.
Where do I manage and edit member permissions?How to change a user role and access to apps, projects and layers.
GroupsLearn how to use Groups to manage member access to apps, projects, and map layers.
How do I grant or revoke access to an app?Setting member permissions to apps or forms from within the app's dashboard page.
How do I grant/revoke access to a custom layer?The ways you can control what users have access to layers in your plan.
How do I Grant/revoke access to a project?Where you can control what projects a member of your plan has access to.