> ## 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
> Add and manage users in the Admin Panel under the Users tab, with single and bulk invitations, role assignment, and lifecycle controls.
## What It Is
User management is the section of the Admin Panel where administrators handle people: invitations, roles, and lifecycle actions. It opens under **Admin Panel → Users** and is the source of truth for who can sign in to the workspace and what they can do once they are in.
The tab is organized around three states (active users, pending invitations, recently deleted) and four onboarding KPIs that show how invitations move through the process.
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## Why It Matters
Clean user management protects four things at once.
New users land with the right role and the right invitation flow, so they start working immediately instead of waiting for a fix.
Deactivated and deleted users stop consuming seats and budget. Pending invitations are visible, not lost in someone's inbox.
Four KPIs at the top of the tab show how many users have been invited, how many have completed onboarding, how many are still in progress, and the resulting success rate.
Deleted users stay in Recently Deleted for a limited time. A wrong delete can be undone before retention runs out.
## How To Use It
Click Admin at the bottom of the sidebar. Visible to administrators only.
Switch to the User tab in the Admin Panel tab bar.
Four cards at the top show Invited users, Completed, Pending, and Completion rate. Use them as a quick health check before drilling into the user list.
Active users shows users with completed onboarding. Pending invitations shows invitations that have not been accepted yet. Recently deleted shows users deleted within the retention window. Each tab shows a count next to its label.
Use the Search users field, or filter by role through the All roles dropdown.
## Adding Users
The button at the top right of the User management tab opens the add user dialog.
Single import invites a single user by email. Bulk import uploads an Excel file with multiple users.
Invited users appear in the Pending invitations tab until they accept and complete onboarding. The Invited users KPI increases by the number of new invitations.
## Roles
PANTA OS has two user roles. Both are visible as badges in the Role column of the user list.
Full access to the Admin Panel, including user management, team management, integrations, Community Feed, organization settings, and token limits. Administrators manage other users and the workspace configuration.
Standard end user role. Access to chats, assistants, apps, the library, and personal settings. No access to the Admin Panel.
A user role is set in the user's profile and shown as a badge in the user list. Filter the user list by role through the All Roles dropdown at the top of the table.
## Managing The User Lifecycle
Click the edit icon in the Actions column of the user list to change a user's role or other profile details.
For pending invitations, open the Pending Invites tab and resend the invitation if it did not reach the user.
Click the delete icon in the Actions column. The user moves to the Recently deleted tab; access ends immediately.
In the Recently Deleted tab, use the restore action to bring the user back. The user returns to the active list with their previous role.
From the Recently Deleted tab, deletion can be confirmed permanently. After permanent deletion, the user cannot be restored.
## Key Settings or Options
Four cards showing Invited users, Completed, Pending, and Completion rate. A quick read on how invitations are progressing.
Active Users, Pending Invites, Recently Deleted. Each shows a numeric count.
The Search users field searches the visible tab. The All roles dropdown filters by Admin or Standard user.
Admin (full Admin Panel access) and Standard user (standard end user). No additional role tiers.
Single import for manual invitations, Bulk Upload for Excel based bulk invitations. Both reached through Add User.
Deleted users stay in Recently Deleted for a limited time, during which they can be restored.
## Tips and Best Practices
* Default new users to the Standard user role. Promote to Admin only when the person needs to manage other users or workspace configuration.
* Watch the Pending invitations count. A growing number means people are receiving invitations but not completing onboarding; resend or follow up.
* Use Bulk import for rollouts. A clean Excel file is faster than dozens of single invitations.
* Delete instead of leaving inactive accounts in place. Deleted users can be restored within the retention window, so the operation is reversible.
Permission management in PANTA OS is intentionally simple: two roles, three lifecycle states, two add paths. The approach is meant to keep administration light without sacrificing control.
## Help Center
Open Admin Panel from the bottom of the sidebar, then switch to the User tab.
Two: Admin and User. Admins have full Admin Panel access; User is the standard end user role.
Click Add User and choose Bulk Upload. Upload an Excel file with the users you want to invite. Single invitations are handled through manual import on the same dialog.
Deleted users move to the Recently Deleted tab for a limited time. During that window, admins can restore the account. After the window closes, the user is removed permanently.
No. Each user has exactly one role at a time. Change it through the edit action in the user list.
Invited users is the total number of invitations sent. Completed is the number of users who completed onboarding. Pending is the number still in progress. Completion rate is the resulting success rate as a percentage.