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Manage users and permissions

Manage user roles and permissions to ensure secure access control and effective team collaboration.

Michael De Giovanni avatar
Written by Michael De Giovanni
Updated this week

Control who can invite, remove, and manage permissions for team members in Katana.


What this permission does

The Manage users and permissions setting allows a user to:

This ensures only trusted users can control access to Katana and safeguard sensitive business data.

Learn more about user permissions and team member roles.


Default behavior

  • Account Owners always have this permission.

  • Users with default access do not have this permission.

  • Owners can choose to grant this permission to specific Users if they should share responsibility for managing the team.


With vs Without this permission

Action

With permission

Without permission

Add new team members

✔️

Edit permissions of other users

✔️

Remove team members

✔️


How to enable or disable this permission

For new users

  1. Invite a new user.

    Screenshot showing how to add a User

  2. Select Edit under Default permissions.

    Screenshot highlighting the Edit button for default permissions when inviting a user

  3. Check Manage users and permissions under the Admin tab.

    Screenshot highlighting the Manage users and permissions permission

For existing users

  1. Click your profile (top right) → Team.

    Screenshot highlighting the Team option under the top-right dropdown menu

  2. Select the user’s name.

  3. Under the Admin tab, check/uncheck Manage users and permissions.

    Screenshot highlighting the Manage users and permissions permission

Notes

  • Only users with this permission (and the Owner) can manage others’ permissions.

  • Removing this permission prevents a user from making changes to the team setup but does not affect their own access to Katana.


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