> For the complete documentation index, see [llms.txt](https://docs.poweromni.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.poweromni.ai/en/administration-and-configuration/users.md). # Users The Users module is the administrative center where you manage your team's access, define responsibility levels, and control the distribution of Power Omni licenses. The **Users** screen allows administrators to manage users within the Power Omni organization, controlling access, permissions, and licenses in a centralized way. Administrators can create users manually or import users directly from **Microsoft Entra ID**, simplifying access management in corporate environments.
### Overview From the Users screen, administrators can: * View all users registered in the organization. * Check information such as name, email, role, and assigned license. * Assign or remove licenses. * Edit user information. * Delete users. * Import users through Microsoft Entra ID. * Manage users at scale by importing groups. The screen displays general organization metrics: * **Total Users:** Total number of registered users. * **With License:** Users with an active assigned license. * **Without License:** Users registered without an assigned license. * **Administrators:** Users with administrator permissions in Power Omni. *** ### Create User
To create a new user manually: 1. Go to **Settings → Users**. 2. Click the **Create** button. 3. Fill in the required information. 4. Define the user's role. 5. Save the registration. The created user will become available in the organization's user list. *** ### Import Users (Bulk) To import multiple users at once:
1. Click the **Import** button. 2. The file must be in **.CSV** format and must contain an email column. 3. **Important:** Do not include headers in the file. Other information, such as country code and phone number, is optional. 4. Select the file and confirm the import. *** ### Import Users from Microsoft Entra Power Omni allows users and groups to be imported directly from **Microsoft Entra ID**. * Import of individual users. * Import of complete groups. * Automatic import of group members. * Synchronization of user avatars stored in Microsoft Entra. This feature simplifies synchronization with existing corporate users in the Microsoft environment, allowing:
To start an import: 1. Go to **Settings → Users**. 2. Click **Import from Entra**. 3. Authorize access to the Microsoft Entra directory. 4. Select the desired users or groups. 5. Define the role for new users. 6. Click **Import Selected**. *** ### Microsoft Entra Access Authorization
When using Microsoft Entra import for the first time, Power Omni will request permission to access the corporate directory. A user with **Microsoft Entra Tenant Administrator** permissions must grant the required consent. After clicking **Authorize Entra Access**, the Microsoft consent screen will be displayed. After approval: * Power Omni will be able to query users and groups available in the tenant. * Administrators will be able to perform imports normally. * Consent will not need to be granted again for future imports. If consent is not granted, user and group search from Microsoft Entra will not be available. *** ### Import Users In the **Users** tab, administrators can search for users directly from Microsoft Entra. Search can be performed by: * User name. * Email address. During selection, users who already exist in Power Omni will be identified as **Already Imported**. Existing users will not be duplicated during the import process. *** ### Import Groups In the **Groups** tab, administrators can select existing groups from Microsoft Entra. When importing a group: * All group members will be added to Power Omni. * Existing users will be automatically identified. * Nested group members will also be considered during the import process. This option is recommended for organizations that use corporate groups to manage access. *** ### New User Role During the import process, administrators must select the role that will be assigned to new users. The selected role will only be applied to users who do not already exist in Power Omni. Existing users will keep their current configurations. *** ### Avatar Synchronization When a user has an image registered in Microsoft Entra, Power Omni will automatically synchronize the avatar during the import process. This keeps user identification aligned with the corporate directory. *** ### Managing Existing Users From the user list, administrators can perform actions such as: * Edit user information. * Assign or remove licenses. * Change administrator permissions. * Delete users. Changes are immediately reflected in the organization's access management. *** ### Permission Levels The system uses role-based permissions to ensure data security and governance.
LevelAccess DescriptionIdeal For
AdministratorFull access. Has complete control over the system, including billing, fiscal data, license purchasing and assignment, as well as all agents and workspaces.IT managers, account owners, and directors.
CollaboratorContent management. Can create and manage agents, workspaces, and groups. Can configure automations (Connectors), but does not have access to billing or license management.Project or department leaders, analysts.
UserRestricted access. Can only view and interact with AI Agents explicitly shared with them or with the group/workspace they belong to.Customer service teams, sales teams, or employees who only consume AI solutions.
*** ### Security and Governance * **Hierarchy:** A Collaborator cannot promote themselves or other users to Administrator. This action is restricted to users who already have Administrator permissions. * **Agent Visibility:** For the User role, simply registering the user is not enough. After registration, access permissions must be granted in the desired Agent settings for the user or their associated group/workspace. {% hint style="info" %} ### Tip: Use the **Collaborator** role to decentralize Agent creation across departments while preventing accidental changes to billing settings or company license management. {% endhint %} ### Export To export the registered user list: * Click the **Export** button to generate a **.CSV** file containing the complete list of users, emails, permissions, and license status for auditing purposes. *** ### Manage Licenses License management is performed individually from the user list.
* **Assign License:** To log in and use the platform, a user must have an active license. Enable the license key on the corresponding user row. * **Remove License:** When disabling a license, it returns to the available license pool, allowing it to be assigned to another user without additional cost.