Skip to main content

User Management

User management in XY lives in Organization Settings. This is where admins invite teammates, set roles, control page access, and manage shared credentials through the Password Store.

What admins manage here​

  • user invites
  • admin, member, and viewer roles
  • page-level access
  • workflow and agent permissions
  • the organization Password Store

Main tabs​

Users List​

This tab is used to:

  • see current members
  • invite new users
  • review pending invites
  • update roles
  • review permissions for individual users

Password Store​

This tab gives admins a shared place to manage credentials used by approved workflows and automations.

It supports common credential types such as:

  • website logins
  • API keys and secrets

Roles​

Admin​

Admins can manage organization settings, invites, permissions, and shared credentials.

Member​

Members work in the parts of XY they have been given access to.

Viewer​

Viewers are intended for read-only or limited-access use cases.

Inviting a user​

  1. Open Organization Settings.
  2. Go to Users List.
  3. Select Invite User.
  4. Enter the person’s email address.
  5. Choose the right role.
  6. Send the invite.

Permissions and access​

Admins can review permissions for a specific user and control access to:

  • pages in the XY Web App
  • workflows
  • agents
  • analytics, where applicable

This helps teams keep access aligned with job responsibilities instead of giving everyone the same workspace view.

Password Store basics​

Use the Password Store when a workflow needs approved access to a system or service.

Admins can:

  • initialize the vault
  • add credentials
  • edit or remove credentials
  • manage logins and API keys in one place

Best practices​

  • assign the least access needed for the job
  • review permissions as teams and workflows change
  • use the Password Store for shared workflow credentials instead of informal sharing
  • remove or update access promptly when responsibilities change