Users

Last updated: March 25, 2026

Check out a video showing how to use custom roles in Iris 👇

Users | Roles | Groups

The TLDR:

  • Users are everyone in your organization with access to Iris

  • Roles control what permissions your users have

  • Add Groups of users to projects or assign Groups to questions

Users

Everyone in your organization with access to Iris.

How to Add Users

Without SSO:

  • Navigate to Settings > Users in the left-hand dashboard.

  • Click Add User.

  • Enter Name, Email, Role, Groups (optional), and select Add User.

Screenshot 2025-10-14 at 10.41.27 AM.png

With SSO:

  • Ask users to visit app.heyiris.ai and click Sign in with SSO.

  • By default, new users will come in with the Collaborator role
    To change the role they come in with by default:

    • Navigate to Settings > Security in the left-hand dashboard.

    • Pick a new Default Role For JIT Provisioning

      (You will not see this option if you do not have SSO set up)

  • To change an individual user's role :

    • Navigate to Settings > Users in the left-hand dashboard

    • Select ... (Three Dots) next to the User's name

    • Choose a new role and select Update User

Do you support SCIM?

  • We do not support SCIM. We plan to down the road

View Users by Role, Status and Group

In the table:

Screenshot 2025-10-14 at 10.57.38 AM.png

Actions (Three Dots)

Edit lets you do following:

  • Change User details

  • Role: a user can only have one Role at a time

  • Groups: users can be in an unlimited number Groups

  • Mark Active/Inactive: Inactive users will not be able to log in, but their information is retained for record-keeping purposes

Reset Password: Sends an email to the user to reset their password

Administrators will also get a live pop-up of the temporary password for quick resets

Roles

Roles define the permissions a user has—like editing projects, setting up integrations, downloading files, or viewing reports. Each user can only have one Role.

Screenshot 2025-10-16 at 2.01.31 PM.png

To manage roles, navigate to the Manage Roles tab. From here you can:

  • View a list of all existing roles

  • Create new roles by selecting + Create Role

âž¡ Read more about setting up custom roles and permission sets

Groups

Groups let you assign users to projects in bulk. Users can belong to multiple Groups at once. From within a project, click Manage Participants to add a Group to a project.

Screenshot 2026-03-25 at 1.18.13 PM.png

To manage groups, navigate to the Manage Groups tab. From here you can:

  • Create new groups by selecting + Create Group

  • View all existing groups

  • Add or remove users from groups

  • See how many members are in each group

âž¡ Read more about Groups and project assignments

Note: Accounts created before April 2025 may see default Groups of Admin, Standard User, and Collaborator. Their names and descriptions can be edited, but they cannot be deleted.