---
title: User Management
slug: user-management
docTags: 
createdAt: 2025-11-04T20:53:34.286Z
---

# Adding a New User in SHI One

This article explains how to add and edit a user and explains the different roles that&#x20;

:::hint{type="warning"}
Please note that if you are using an Identity Service to use Single Sign-On (eg. Entra or Google SSO), you can also manage access to SHI One directly through that interface.
:::

:::hint{type="info"}
Only **Admins&#x20;**&#x63;an add, edit, and remove users.
:::

***

To add a new user:

1. In the left sidebar, navigate to **Settings > User Management**
2. Click on the **+ ADD USER&#x20;**&#x62;utton in the top right corner.
3. Fill in the required user information.&#x20;
4. If applicable, select the desired account.&#x20;
5. Select the appropriate role for the user. For more information about role permissions, see the [Roles ](docId:-Yq5Q_LmeFb7HaSpcduey)section below.
6. Click **Save**.
7. (Optional) Assign the user to all the necessary Security Groups. For more information, see [Security Groups](docId\:BqVUyIv9EIX4klu0n_Dip).&#x20;

The new user will receive a welcome email with a link to SHI One. Refer to the section [First Time Login for Users](docId:_ryKl3RQhVEI_kpjqpilD) for login steps.&#x20;

![](https://api.archbee.com/api/optimize/iNsEBjkrzpMV8hFLC23IM/zyUwe4KpVvM_DR68cmR0h_screenshot-2025-08-14-at-25544-pm.png "New User Welcome Email")

***

# Editing a User

To edit a user:

1. In the left sidebar, navigate to **Settings > User Management**
2. Select the user group of the user you would like to edit.&#x20;
   - **Active Users:** Users who have set up their profiles and can access SHI One.
   - **Awaiting Approval:** Users who have not yet been approved by an Admin. An Admin must manually approve these users in order for them to access SHI One.
   - **Pending Profiles:** Users who have been approved but who have not yet signed in to set up their profile.
   - **Inactive Users:** Users who cannot access SHI One.
3. Click on the pencil icon to the right of the user.
4. Make your desired edits. You can edit the **Status**, **First Name**, **Last Name**, **Phone Number**, or **Role**. For more information about editing a user's Security Group assignments, see [Security Groups](docId\:BqVUyIv9EIX4klu0n_Dip).&#x20;
5. Click **Save**.

:::hint{type="info"}
**Note**: A user's email address cannot be changed within SHI One as it is tied to multiple elements in the portal such as Devices and Support Requests. To change a user's email address, submit a Support Request and include the user's current email address and the new email address.
:::

***

# Roles

There are four Roles within SHI One:

1. **User**
2. **Security Group Manager**
3. **Admin**
4. **Guest User**

Admins can edit a user's **Status**, **Role**, **First Name**, **Last Name**, and **Security Group assignments&#x20;**&#x61;s needed by navigating to **Settings -> User Management**, clicking the orange pencil icon to the right of a user, making the desired changes, and clicking **Save**.

## Users

**Users** are able to:

- View data for <u>only</u> the contracts, permissions, and accounts associated with their assigned Security Group(s)
- Submit Support Requests for <u>only</u> the contracts, permissions, and accounts associated with their assigned Security Group(s)
- View <u>only</u> their own Support Requests
- View information for <u>only</u> their own Devices
- Access this SHI One Knowledge Base

## Security Group Managers

**Security Group Managers** are able to:

- Add existing Users to their assigned Security Group(s)
- Granting Manager permissions within their assigned Security Group(s)
- Remove existing Users from their assigned Security Group(s)
- Be notified of configuration issues that may need to be escalated for their assigned Security Group(s)
- Access this SHI One Knowledge Base

Admins can designate Security Group Managers for each Security Group.

## Admins

**Admins&#x20;**&#x68;ave all **User&#x20;**&#x61;n&#x64;**&#x20;Security Group Manager** permissions, plus are also able to:

- **Support Center&#x20;**
  - View and update <u>all</u> Support Requests
  - View information regarding <u>all</u> Devices
  - View information/usage/consumption on <u>all</u> contracts and services
  - Be notified of configuration issues that may need to be escalated
- **Settings**
  - Generate a Microsoft SSO organization-wide consent link (if applicable)
  - Update white label options for the SHI One portal (e.g. logo, etc.)
  - Add new Users to their account
  - Edit existing Users on their account
  - Change a User's status to Inactive, which removes that User's access to SHI One
  - Change User Roles and assign Admins
  - Create and enable Security Groups
  - Add, edit, and remove <u>all</u> Users across <u>all</u> Security Groups

## Guest Users

**Guest Users** are temporary users that only have access to view specific features in SHI One. They can only be created by an SHI employee on that account's team. A guest user is able to:

- View different types of **Assessments&#x20;**&#x74;hat they are explicitly granted access to.
- View all **Labs&#x20;**&#x6F;n the account.
