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Documentation Index

Fetch the complete documentation index at: https://help.pantaos.com/llms.txt

Use this file to discover all available pages before exploring further.

User management is where workspace admins handle the people side of PANTA OS — invitations, roles, deactivations, and audits.

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Inviting users

Open Settings → Users

Available to admins.

Add by email

Paste one or many addresses. Domain restrictions apply if your workspace has them configured.

Pick a role

Default is Member. Promote to Builder or Admin when appropriate.

Send

Invitees get a sign-in link. They sign in with their work credentials.

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The user list

Status

Active, invited (pending), or deactivated.

Role

Member, Builder, or Admin.

Team

The team(s) the user belongs to.

Last active

When the user last signed in or used the platform.

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Lifecycle actions

Change a user’s role at any time. Reversible.
Assign to one or more teams; affects budgets and Library scoping.
For invitations that didn’t reach the user.
When a person leaves the organization. Their content stays; access ends.
Permanent removal — for compliance scenarios where retention is not allowed.

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Bulk operations

CSV invite

Upload a list of emails for big rollouts.

Bulk role change

Promote a whole department to Builder in one action.

Bulk team assign

Move users between teams cleanly.

Bulk deactivate

For end-of-quarter or end-of-contractor cleanups.
Audit user roles quarterly. A 15-minute review keeps access tidy and compliance teams happy.