How to Manage Users
Last updated: June 2, 2026
Who this is for: Admins who need to view, edit, or remove users, change roles, or track pending invitations.
Below are the roles you can assign to each user and what each user role is able to do:
User Role | What they can do |
|---|---|
Admin | Can view and manage all workspace features |
Admin (Read-Only) | Can view all workspace features, but cannot create or manage |
Group Lead | Can view reporting and create assignments for their assigned groups |
Learner | Can take assigned simulations and assignments; can view performance and certificates |
Trainer | Can manage and create training content and review assignments |
QA | Can manage quality evaluations and scorecards |
Getting Started
Log in to your Solidroad admin account and click the Settings icon in the lower-left corner. Then click the Users tab to access user management.
Managing Users
The Users section shows everyone with an active Solidroad account in your organization. From here you can change roles, view groups, search for users, and remove access.
Inviting a New User
Click the Invite button in the upper-right corner of the Users tab
In the pop-up, enter the user's email address and select their role (Admin, Group Lead, Trainer, QA, Learner)
Click Send Invitations
The user will receive an invitation by email. You can track the status of all sent invitations in the Invitations section.
Finding a User
Use the search box to find a user by name. To narrow the list by role, use the All Roles filter dropdown — select any role to display only those users.
You can also sort the list by clicking any column header: Learner, Role, or Joined On.
Viewing Groups
The Groups column shows which group each user belongs to. This is useful for quickly confirming a user's assignment before making changes.
Changing a User's Role
Find the user in the list
Click the dropdown arrow in their Role column
Select the new role
The change saves automatically — no confirmation step needed.
Removing a User
Find the user in the list
Click the ellipsis icon (…) at the far right of their row (under the Joined On column)
Select Remove user
⚠ Note: Removing a user here removes them from your Solidroad workspace only. It does not delete their authentication record (SSO).
Sending, Managing, and Revoking Invitations
The Invitations section shows all invitations that have been sent but not yet acted on. Switch to this tab to check who still hasn't accepted, or to filter by status.
The three columns to know:
All (filter) — Filter the list by invitation status: All, Accepted, or Pending. Use this to quickly see who hasn't logged in yet.
Invited — Shows how many days ago the invitation was sent. Useful for identifying invitations that may need to be resent.
Status — Shows the current state of each invitation: Pending or Accepted.
Inviting a New User
Click the Invite button in the upper-right corner of the Users tab
In the pop-up, enter the user's email address and select their role (Admin, Group Lead, Trainer, QA, Learner)
Click Send Invitations
Revoking an Invitation
Find the user on the invitations list
Click the ellipsis icon (…) at the far right of their row (under the Status column to the right of Pending)
Select Revoke invite
What's Next?
Now that your users are set up with the right roles, you can organise them into groups and assign training.
→ How to create groups, teams, and learner roles
Need help? Click the Get Help tab in the left panel to access live chat and additional guides.