Add and Manage Users

With your company workspace created, the next step is bringing your team into WorkSights. This process begins with users imported from your connected Google Workspace or Microsoft 365 domain and continues as you define who can sign in, who should appear in reporting, and what level of visibility each person has.

WorkSights keeps your user list synchronized with your identity provider, ensuring accurate and up-to-date representation of your organization.

Before You Begin

WorkSights imports users directly from your connected Google Workspace or Microsoft 365 environment. Before managing roles or access, make sure:

• Your directory information is accurate
• All employees who should appear in WorkSights exist in your identity provider
• You have completed the provisioning review for imported users

For an overview of provisioning states and identity matching, see User Provisioning.

User Setup

Step 1 – Review Imported Users

When your workspace is first connected, WorkSights automatically imports domain accounts and presents them for administrative review. Each imported identity appears with one of four possible states:

• New — The user will be created in WorkSights
• Link — The user will be connected to an existing WorkSights profile
• Blocked — The user will be excluded from WorkSights
• Already Linked — The user is already matched to a WorkSights account

Provisioning ensures that only the correct people appear in your workspace and prevents duplicate profiles later.

Once provisioning is confirmed, user management continues inside WorkSights's directory.

Step 2 – Control Login Access

WorkSights separates data visibility from login permissions. Not every imported user needs the ability to sign into WorkSights. For each user, you may assign:

• With login access — The user can sign in and view dashboards according to their role
• Without login access — The user cannot log in, but their activity and schedule still appear in reporting for managers and executives‍

This model allows organizations to maintain accurate insights without granting unnecessary access.

Step 3 – Assign Roles and Permissions

Roles determine what each user can see and manage in WorkSights.

Owner

The highest-level role. Owners manage all account-wide settings, integrations, user administration, and billing.

Executive

Executives have broad organizational visibility, including company-wide dashboards and user information. They can adjust account-level settings and support leadership reporting.

Technical Admin

Designed for IT teams. Technical Admins manage integrations (Google Workspace, Microsoft 365, Atlassian, GitHub, Zoom, and others) but do not have access to work activity of other users.‍

Manager

Managers can view and edit data for their direct reports: schedules, roles, records, and profile corrections. This ensures reporting and dashboards remain accurate for their teams.

Member

The standard user role. Members can view their own data and manage personal preferences. They cannot view other users' information or modify account-level settings.

Roles can be changed at any time under Settings → Edit Profile → Accounts & Roles.

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Next Step

After confirming access and roles, click Next to continue to Assign Manager Relationships. This step defines reporting lines and ensures dashboards reflect your real organizational structure.