Users and Groups¶

Users¶

Every person who uses Imbi has a user account with:

• Email -- used for sign-in and notifications
• Display name -- shown throughout the UI
• Organization memberships -- which organizations they belong to
• Group memberships -- which teams they are part of

How Users Are Created¶

There are three ways users get added to Imbi:

1. Initial setup -- the first admin user is created when you run the setup command
2. Admin invitation -- administrators can create user accounts from Settings > Users > New User
3. OAuth auto-provisioning -- when SSO is configured, users are automatically created the first time they sign in with their identity provider

Managing Users¶

From Settings > Users, administrators can:

• View all user accounts
• Edit a user's display name, email, or role assignments
• Disable a user account (the user can no longer sign in but their data and history are preserved)

Groups¶

Groups let you organize users into teams and assign shared permissions. Instead of managing role assignments for each user individually, you assign a role to a group and all members inherit it.

Organization and Group Structure¶

Groups exist within organizations:

Organization (e.g. "Engineering")
  +-- Group (e.g. "Backend Team")
  |     +-- Alice
  |     +-- Bob
  +-- Group (e.g. "Frontend Team")
        +-- Carol
        +-- Dave

Creating a Group¶

1. Navigate to Settings > Groups
2. Click New Group
3. Enter a name and select the organization
4. Click Save
5. Add members from the group detail page

Managing Group Membership¶

From a group's detail page, you can:

• Add or remove members
• Change the role assigned to the group
• View all members and their individual roles

When a user is removed from a group, they lose the permissions that were inherited from that group. Any individually assigned roles are not affected.