User and group management

System admins can use Admin > Management to manage users and groups in Theta Assist.

In this article...

  • Users
    • Review profile updates
  • Groups

Users

Select Users to search for a user or browse the list alphabetically.

User management menu

Select a user to review their:

  • roles
  • group memberships
  • authored assistants

From this screen you can:

  • assign or revoke roles
  • transfer ownership of assistants they have authored

Review profile updates

If a user’s profile details change between logins or during Entra ID Sync, Theta Assist shows those updates on a dedicated profile log page.

Use this page to review changes to user profile information after sign-in or synchronisation. This can help when troubleshooting login or profile mismatch issues.

 

Profile log

 

Groups

The Groups screen shows synchronised groups from Entra ID Sync.

You can also create a new group:

Create a new group

After creating a group, you can add members to it:

Add members to a group

Groups, whether synchronised or created manually, can be used to share assistants and threads more easily.

You can also assign roles at a group level:

Assign roles to a group