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Managing users

Manage your team from Admin → Users. From here you can invite users, manage active users, assign roles, and configure subsidiary access.

SSO users​

If your organization uses SSO, users are managed through your identity provider, not in CloseCore. Assign users to CloseCore in your SSO provider; their CloseCore accounts are created the first time they sign in.

  • If you mapped roles when SSO was set up, users get the mapped role; otherwise they default to the Accountant role.
  • You can't invite SSO users from the CloseCore interface: add them in your provider.

Non-SSO users​

Users can sign in with Microsoft, Google, or email/password.

To invite one, click + Invite User, enter the user's email, and select a role. They'll receive an email invitation to set up their account.

Organizations with both SSO and non-SSO users​

You can run a single CloseCore instance with both SSO and non-SSO users (this is configured during initial setup). SSO users must sign in with SSO; you can still invite non-SSO users from the CloseCore interface.

Two-factor authentication (2FA)​

  • Any user can turn on 2FA from Profile in the user menu.
  • Administrators with the Manage 2FA permission can reset or require 2FA for another user.
  • You can require 2FA for everyone in your organization. This is an org-wide setting. Contact CloseCore to enable or disable it.

Deleting users​

Click the trash icon next to a user to delete them. If the user is assigned to any tasks, you'll be prompted to reassign all of their tasks to another user first.