Sumo
Account

User Management

Manage team members, roles, and permissions in your organization.

User Management page with invite form and user table

Manage your organization's team members from the User Management page. Invite new users, assign roles, and control access.

Inviting Users

  1. Enter the user's email address
  2. Select a role from the dropdown
  3. Click Invite

The invited user receives an email with instructions to set up their account. Their status shows as Pending Invite until they complete signup.

Roles

RoleDescription
AdminFull access — can manage users, settings, strategies, wallets, and treasury operations
TraderCan create and manage strategies, execute trades, and view wallets
AnalystRead-only access to reports, logs, and wallet balances

User Table

The table shows all users in your organization:

ColumnDescription
EmailUser's email address
RoleCurrent role (editable via dropdown)
StatusActive, Inactive, or Pending Invite
VerifiedWhether the user has verified their email

Managing Users

  • Change role — Select a new role from the dropdown and click the save icon
  • Disable user — Click the disable icon to revoke a user's access

You cannot modify your own role or disable your own account.

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