How to Manage Users, Roles, and Access on the Horizons Platform?

Administrators may occasionally need to update user roles, edit permissions, or remove access for users within their organization. The Users and Roles section in the Horizons platform allows Admins to manage these settings efficiently.

To manage users:

  1. Go to Settings.

  2. Select Users and Roles from the menu.

From here, you can view all active users, change their roles, or archive their accounts.

 


 


Changing a User’s Role

To update a user’s role:

  1. Locate the user in the Users and Roles list.

  2. In the edit window, update the user’s role as needed.

You can assign roles such as Manager, HR, Finance, Admin, or custom combinations depending on your team structure.



Archiving a User

If a user no longer needs access:

  1. Go to Settings > Users and Roles.

  2. Select Archive.

Once archived:

  • The user will no longer be able to log in or use their account.

  • All past activity (e.g. approvals) will remain in the system for auditing and historical accuracy.

  • If the user was part of any approval workflow, the system will prompt you to assign a replacement approver to maintain continuity.

 




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