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Users (Settings)

Written by Sven Gerlach

Overview

The Users panel inside Settings is where you control who at your organization can sign in to Turris and how much of the platform each person can see or change. From one screen you add new teammates, edit their name, position, and roles, remove members who no longer need access, and open the Role Permissions reference to confirm exactly what each role is allowed to do before you assign it.

What is the Users Settings Page?

The Users page lets a carrier, MGA, or wholesaler administrator manage organization membership and decide the access level of every colleague who uses Turris. It is the single source of truth for who belongs to your organization and which roles they hold.

Who uses it. Operations and compliance leads, usually holding the Admin role, who onboard new hires, rotate departing teammates off the platform, and adjust roles when responsibilities shift. A non-administrator can open the page to view and update their own profile, but cannot create, edit, or delete anyone else.

You can use this page to:

  • See every member of your organization, with their name, position, email, and assigned roles on one screen

  • Invite a new teammate by entering their name, position, email, and at least one role

  • Update a teammate's name, position, or role assignments after they have been added

  • Remove a teammate when they leave or change responsibilities, revoking their access

  • Open the Role Permissions reference to confirm which features each role can read or write before assigning it

  • Confirm which roles you currently hold by reading your own row, or by spotting your highlighted column in the Role Permissions table

Accessing the Users Settings Page

The Users panel lives inside the global Settings modal, which you can reach from anywhere in the application.

  1. Open Left sidebar → Settings (the gear icon at the bottom of the navigation). The Settings modal opens over whatever page you were on.

  2. In the left-hand list of settings, under the Organization group, click Users.

  3. The Users panel loads inside the modal.

Close the modal at any time with the close icon in the top-right of the modal header to return to the page you were on.

What's visible on the page

Element

Description

Users banner

A short reminder at the top of the panel that you can add users to your organization and assign them roles with different access rights, to control who can access and modify your data.

View Role Permissions button

An outline button near the top-right of the panel that opens the full role-by-feature reference table. Available to everyone.

Add User button

A secondary button to the right of View Role Permissions that opens the side panel to invite a new user. Requires the create-user permission (administrators).

Users table

The list of every member in your organization, sorted alphabetically by first name.

Users table columns

Column

Description

User

A round avatar showing the user's initials, their full name in bold, and their position underneath in muted text.

Email

The user's email address, shown next to a copy icon. Click the icon to copy the address to your clipboard.

Roles

One or more rounded role badges, one per role assigned to the user (for example Admin, Compliance, Legal).

Click any row to open the Update User side panel for that teammate. Administrators can open any row. A non-administrator who clicks any row other than their own sees the error "You do not have permission to update users." and the panel does not open.

Adding a User

When you'd do this. A new colleague has joined your compliance, legal, operations, or engineering team and needs to sign in to Turris to do their job. Adding a user requires the create-user permission, which administrators hold.

  1. Open Left sidebar → Settings → Users.

  2. Click the Add User button near the top-right of the panel. A side panel titled Add User with the subtitle "Create a new user" slides in from the right.

  3. Fill in the form fields:

Field

Required

Description

First Name

Yes

The new user's first name. Example: Jordan.

Last Name

Yes

The new user's last name. Example: Khan.

Position

Yes

The user's title or job function. Example: Compliance Manager, Director of Operations.

Email

Yes

The email the user will sign in with. Must be a valid email format. Example: jordan.khan@example.com. This address cannot be changed after the user is created.

Roles

Yes

One or more roles from the dropdown: Admin, Legal, Compliance, Viewer, Developer. At least one role must be selected. The Roles dropdown is shown to administrators only.

  1. Click Add at the bottom of the side panel. The button stays disabled until every required field is filled in and the form is valid.

  2. The new row appears in the Users table immediately, and the user is invited to sign in.

Note: The email address becomes the user's permanent sign-in identity and is locked after creation. If you mistype it, delete the user and add them again with the correct address.

Updating a User

When you'd do this. A teammate has changed roles (for example, moved from Compliance into Legal), updated their name or job title, or needs an extra role added to reach a new feature area.

  1. In the Users table, click the row for the user you want to update. The Update User side panel opens with that user's details prefilled and the subtitle showing their full name.

  2. Edit any of the following:

Field

Required

Description

First Name

Yes

The user's first name. Editable by administrators, and by the user on their own profile.

Last Name

Yes

The user's last name. Editable by administrators, and by the user on their own profile.

Position

Yes

The user's title or job function. Editable by administrators, and by the user on their own profile.

Email

Read-only

Locked. Pre-filled and cannot be modified after the user was created.

Roles

Yes

Add or remove roles from the dropdown. Shown to administrators only; a user cannot change their own role assignments.

  1. Click Update to save. The button stays disabled until at least one field has changed and the form is valid.

Note: A non-administrator can open only their own row, where the Roles dropdown is hidden. They can update their first name, last name, and position, but not their email or roles. To change a non-administrator's roles, an administrator must do it for them.

Removing a User

When you'd do this. A teammate has left the company, moved to a role that no longer needs Turris access, or you are cleaning up a stale invitation. Removing a user is immediate.

  1. In the Users table, click the row for the user you want to remove. The Update User side panel opens.

  2. Click the Delete button at the bottom of the side panel, to the left of Update. The button appears when you are editing an existing user and requires the delete-user permission (administrators).

  3. A confirmation dialog titled Delete User appears with the message "Are you sure you want to delete the user '<first name last name>'?".

  4. Click Delete to confirm, or Cancel to keep the user in the organization.

  5. The user disappears from the Users table.

Warning: Deletion takes effect immediately and the user can no longer sign in. Make sure your organization keeps at least one other administrator before removing an admin account, so no one is locked out of user and organization management.

Viewing Role Permissions

When you'd do this. Before assigning a role to a new user, or while troubleshooting why a teammate cannot see a particular feature, open this reference to compare exactly what every role can do, side by side.

  1. From the Users panel, click View Role Permissions near the top-right.

  2. A wide Role Permissions modal opens over the Settings modal, listing every feature and settings area down the left side and every role across the top.

  3. A legend at the top of the modal explains the four permission icons and two markers:

Icon

Label

Meaning

What to do about it

Green shield with checkmark

Full Access

The role can read the feature and perform every action on it.

Assign this role when the teammate owns the feature end to end.

Yellow pencil

Partial Write

The role can read and make a limited set of changes. Hover the icon to see the exact actions allowed.

Use when the teammate needs to make some edits without full ownership.

Blue eye

Read Only

The role can view the feature but cannot change anything.

Use for stakeholders, auditors, or anyone who needs visibility without editing rights.

Gray crossed circle

No Access

The role cannot view or change the feature.

Pick a different role, or combine roles, if the teammate needs access.

Gray lock (row dimmed)

Premium Feature

The feature is gated behind a subscription tier your organization has not enabled.

Contact your Turris account manager to enable the feature.

Green-highlighted column

My Roles

Highlights the column of any role you currently hold, so you can spot your own access at a glance.

No action needed; this is a visual aid only.

  1. Feature rows are grouped under Features and Settings so you can scan the platform area by area.

  2. Hover any feature label to read a description of that feature; hover any role header to read a description of that role; hover a Partial Write icon to see the specific allowed actions (for example, update license, request change).

  3. Close the reference with the close icon in the top-right of the modal, or by pressing Esc.

Tip: Treat the Role Permissions table as the authoritative reference. Two features with similar names can have very different access rules per role, so check the table before assigning.

Roles

Roles control what each user can do in Turris. At least one role must be assigned to every user, and roles can be combined to grant the union of their permissions.

Role

Typical use

Admin

Full access. Can add, update, and remove users, manage organization settings, and perform every read and write action across the application.

Compliance

For compliance team members responsible for licensing, appointments, regulatory actions, and policy data matching.

Legal

For legal team members who review agreements, documents, and policy-related items.

Viewer

Read-only access. Useful for stakeholders, auditors, or executives who need visibility into your distribution data without making changes.

Developer

For technical users who need developer-focused settings such as Webhook, API, and Integrations.

Combine roles when a teammate wears more than one hat. Assigning both Compliance and Legal, for example, grants the union of those permissions without escalating the user to Admin.

Note: A separate Pending Admin state exists internally for invitations an admin invitee has not yet accepted, but it is not selectable from the Roles dropdown. Choose from the five roles above when adding or updating a user.

Filtering and Searching

The Users table lists every member of your organization on a single page, alphabetized by first name, with pagination intentionally turned off so the whole team is visible at once. To find a specific person quickly, use the table's search box at the top of the table. It matches against:

  • User (the combined first name, last name, email, and position)

  • Email (matches any portion of the address as you type)

  • Roles (type a role name such as admin to filter to teammates who hold that role)

Click the User column header to sort the list by name. Email and Roles are display-only and are not sortable.

Frequently Asked Questions

Why don't I see the Add User button? Adding users requires the create-user permission, which administrators hold. If the button is missing, your account does not currently have that permission. Ask another administrator to add the new user, or to grant you the Admin role.

Can I change a user's email address after I add them? No. The Email field is locked once a user has been created, because it becomes the permanent sign-in identity. To use a different email, delete the existing user and add a new one with the correct address.

Can I update my own role? No. The Roles dropdown is hidden when you open your own profile, so you cannot change your own role assignments. Ask another administrator to update your roles for you.

Can a user hold more than one role? Yes. Select multiple roles in the dropdown when adding or updating a user. The user receives the combined permissions of every role assigned to them.

What happens to a user's access after I delete them? Deletion is immediate. The user can no longer sign in to Turris with that account and will lose access on their next sign-in attempt.

Why do I see "You do not have permission to update users" when I click someone's row? A non-administrator can open only their own profile. Clicking any other user's row surfaces this error. Only administrators can edit other users.

A row in the Role Permissions table is dimmed with a lock icon. What does that mean? That feature is Premium, meaning it is gated behind a subscription tier your organization has not enabled. Contact your Turris account manager to discuss upgrading.

Where can I see exactly what each role can do? Click View Role Permissions near the top of the Users panel. The wide reference table pairs every feature and settings area with the read and write capability of each role.

Best Practices

  1. Assign Admin sparingly. The Admin role grants full control over the organization. Reserve it for the smallest set of people who genuinely need to manage users and organization settings.

  2. Keep at least two administrators. A second admin prevents lockout if one administrator leaves, loses access to their phone for verification, or is otherwise unavailable.

  3. Match the role to the responsibility. Use Compliance, Legal, Viewer, or Developer to give each teammate the access they actually need, rather than defaulting to Admin.

  4. Combine roles instead of escalating to Admin. When a teammate spans two functions, assign both roles to grant the union of their permissions without giving full admin access.

  5. Use accurate names and positions. Filling in First Name, Last Name, and Position correctly makes each row in the Users table easy for the rest of your team to identify.

  6. Confirm permissions before assigning. Open View Role Permissions and scan the role's column to verify it grants the access the teammate needs, and nothing more.

  7. Remove users promptly when they leave. As soon as a teammate no longer needs access, delete their account to keep your organization secure and your audit posture clean.

  8. Double-check the email before clicking Add. Because Email cannot be edited later, getting it right the first time saves the cleanup of deleting and re-adding the user.

Related Pages

Need Help?

If you have questions about managing users in your organization or encounter any issues, contact our support team at support@turris.com.

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