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User Management
User Management
Learn how to manage users properly.
17 articles in this collection
Written by
Cory MacVie
and
Mike Meesseman
General
What is a user/member?
Who is a user or member in Fulcrum.
Written by
Mike Meesseman
Updated over a week ago
What is a user account?
Describing what people use to access your Fulcrum plan.
Written by
Mike Meesseman
Updated over a week ago
How does Fulcrum work with multiple users?
Working with teams.
Written by
Mike Meesseman
Updated over a week ago
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.
Written by
Mike Meesseman
Updated over a week ago
What are audit logs?
How to use audit logs to monitor and audit user activities within your organization.
Written by
Mike Meesseman
Updated over a week ago
Is there a way to download a list of my plan's members?
How to download a CSV file of the current members of your plan.
Written by
Mike Meesseman
Updated over a week ago
Adding and Removing Users
How do I set up Single Sign-on and User Provisioning?
SAML-based SSO and SCIM-based user provisioning are available on Fulcrum Enterprise accounts and can be enabled by your Account Manager.
Written by
Cory MacVie
Updated over a week ago
Is there a monthly cost to add more users?
The user cost for the various plan types in Fulcrum
Written by
Mike Meesseman
Updated over a week ago
How do I add or import new users to my plan?
Inviting or importing user accounts to be members of your Fulcrum plan.
Written by
Mike Meesseman
Updated this week
How do I remove members from my plan?
Removing users from your plan.
Written by
Mike Meesseman
Updated over a week ago
Roles
What role types are included with the system? What can they do?
Standard roles and what they can do.
Written by
Mike Meesseman
Updated over a week ago
How can I create custom roles with specific access rights?
Creating custom roles with unique permissions.
Written by
Mike Meesseman
Updated over a week ago
Role Permission Definitions
What each permission grants access to
Written by
Mike Meesseman
Updated over a week ago
Managing Member Permissions
Where do I manage and edit member permissions?
How to change a user role and access to apps, projects and layers.
Written by
Mike Meesseman
Updated over a week ago
How do I grant or revoke access to an app?
Setting member permissions to apps or forms from within the app's dashboard page.
Written by
Mike Meesseman
Updated over a week ago
How do I grant/revoke access to a custom layer?
The ways you can control what users have access to layers in your plan.
Written by
Mike Meesseman
Updated over a week ago
How do I Grant/revoke access to a project?
Where you can control what projects a member of your plan has access to.
Written by
Mike Meesseman
Updated over a week ago