> For the complete documentation index, see [llms.txt](https://docs.cleartax.in/product-help-and-support/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cleartax.in/product-help-and-support/for-large-businesses/account-setup-and-settings/user-access-management.md).

# User Access Management

In this guide, you'll master how to manage user access, invite new users, and delete existing users in your workspace. By following these steps, you'll ensure seamless control over user permissions and maintain an organized workspace.

{% embed url="<https://youtu.be/suiOEbTSc_0?si=cFQXuCnXIczdXpwz>" %}

{% stepper %}
{% step %}
Go to **Settings**.

![](/files/z4KlQOLh94mHNovNp6EP)
{% endstep %}

{% step %}
Click on the **User Access** tab.

![](/files/PJQvBvVo4lqOmLPlYhk7)
{% endstep %}

{% step %}
Use the **Filter** button to sort user types.

![](/files/LTWNi9TnXr25bTJaRM7r)
{% endstep %}

{% step %}
Use the **Filter** option to sort by product access.
{% endstep %}

{% step %}
Use the **Search** option to locate users by name or email.

![](/files/4BcKqsDQeQfkj6WUOrsr)
{% endstep %}

{% step %}
Click on a user's name to view their access details.

![](/files/vGP1HH08sva4Lk5P4aEn)
{% endstep %}

{% step %}
Select **View Business** to check the business accesses assigned to the user.

![](/files/CBO0amjW2VWOCtCJNHoB)
{% endstep %}

{% step %}
Click **Edit Roles** to modify the user's access permissions.

![](/files/TYSfRhE1SHRM0Ov9eTI8)
{% endstep %}

{% step %}
To invite a new user, click the **Invite New User** icon in the top-right corner.
{% endstep %}

{% step %}
Choose between **Regular User** and **Guest User**, then input the user's name.

![](/files/VWZRA1E1AwUaPBhxUHRA)
{% endstep %}

{% step %}
Enter the user's email ID.

![](/files/kdHE0UdZcArpo1EZytHQ)
{% endstep %}

{% step %}
Select the platform for the user.

![](/files/YfCTnRuRLDxCnztE8Shq)
{% endstep %}

{% step %}
Assign the user's role.

![](/files/S8fJVotjzMAMaYBHd3HI)
{% endstep %}

{% step %}
Select the business for the user.
{% endstep %}

{% step %}
Click **Add User**.

![](/files/MMKShjkixjR1XDlf1hL3)
{% endstep %}

{% step %}
Review the details and click **Invite User** to send the invitation.

![](/files/UDIFTqvQu5UzXcSSuX6U)

![](/files/pzBNXls1CTw5WRNPCQos)
{% endstep %}

{% step %}
Search for the newly invited user in the user list to confirm their addition.
{% endstep %}

{% step %}
To delete a user, click the **Delete** icon next to their name.

![](/files/UtiRi9uFHdw30tWYMOnk)
{% endstep %}

{% step %}
Confirm the deletion by clicking **Yes** or the equivalent confirmation button.
{% endstep %}
{% endstepper %}

That's it! You've successfully learned how to manage user access, invite new users, and delete existing users in your workspace.


---

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