Manage Users and Roles

Invite users, assign viewer, editor or admin roles, and archive departed accounts.

Settings → Users lists everyone in the account with their role and last session. User identities live in TMM's Cognito directory; ThorDocs reads each user's role from it.

  1. Add a user

    Select NEW USER and enter the person's name and email. Credentials and password resets are handled by your administrator in the directory, not by the user — there is no self-service reset on the sign-in page.

    Users settings page listing users with roles and actions
  2. Assign the right role

    Viewer for read-only access, editor for building and sending, admin for settings and user management. Platform-level super-admin rights (feature flags across accounts) are granted separately at the deployment level, not from this page.

  3. Offboard cleanly

    REMOVE archives a user rather than erasing them — their name stays attached to historical templates, submissions, and audit entries. View Archived shows past users and lets you restore one who returns.

Invite users, assign viewer, editor or admin roles, and archive departed accounts.

Sign in with your Trinity Medical Management account to follow along.

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