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Users & Access
Adding & Managing Users
- How to Import Users Without Granting Workspace Access
- Adding a Picture to your User Profile
- Adding Extra Fields to a User
- Blocking Users
- How do I extend an expired User Invite?
- How to change a synced user into a local user
- How to Prepare Your Spreadsheet to Import Users in Bulk
- How To: Add, Import and Update Users
- Why am I unable to invite a new user to my account?
- Why are my users not receiving their invite emails?
- Transferring a user to another existing account
- Is there a limit to the number of users I can sync to Cheqroom?
Equipment Access & Field Visibility
- Troubleshooting a Missing Field
- Setting up Equipment Access
- How To: Choose Who Can See a Field
- Best Practices for Using Field View by Role
- How does Equipment access work?
- How to create User Groups and Item Groups
- How To: Manage User Groups and Equipment Access
- Reservation restrictions with Equipment Access
- Restricting Users to Only Seeing a Part of the Inventory
Login & Authentication
Roles & Permissions
- Understanding User Roles & Permissions
- How to Add an Account Owner?
- How to Revoke Account Owner Access?
- How To: Manage User Roles and Permissions
- Manage Who Can Access Your Workspace
- Workflow for users with reservation-only permissions
- 🎥 User roles & permissions
- Restricting what users can see and do
SSO & User Sync
- Manage SSO Domain(s)
- How to retrieve a HAR file?
- Configure how User Groups are managed for SSO
- Configuring How User Groups are Managed with SSO
- Configuring How User Roles are Managed with SSO
- Configuring SSO with ADFS
- Configuring SSO with Google
- Configuring SSO with Microsoft Entra ID (Azure AD)
- Configuring SSO with Okta
- Configuring SSO with OneLogin
- Configuring SSO with SAML IdP
- Configuring SSO with Shibboleth
- Configuring Your SSO Attribute Mapping
- Integrating with your LDAP or Active Directory server
- Single Sign On Overview
- Sync remote users from ActiveDirectory or LDAP
- Testing Your SSO Connection
- Tips for crafting your User Sync query with LDAP syntax
- Troubleshooting SSO
- Updating Your SSO Certificate
- What happens to my existing users once I start to use the LDAP User Sync module?