> ## Documentation Index
> Fetch the complete documentation index at: https://docs.contraforce.com/llms.txt
> Use this file to discover all available pages before exploring further.

# User Management

> Add users to ContraForce, assign roles, and control access permissions across your organization and workspaces.

ContraForce provides flexible user management with role-based access control. Add users from your Entra ID directory, assign organizational and workspace roles, and control exactly what each team member can access.

## **Recommended Default Groups**

Setting up default groups during initial configuration saves time and ensures consistent access patterns.

**Suggested Partner Groups**

| Group Name            | Description                                 | Suggested Workspace Role     |
| :-------------------- | :------------------------------------------ | :--------------------------- |
| SOC Tier 1            | Front-line analysts handling initial triage | Incident Analyst             |
| SOC Tier 2            | Senior analysts with response capabilities  | Incident Responder           |
| SOC Managers          | Team leads overseeing operations            | Admin                        |
| Integration Engineers | Technical staff managing connectors         | Data Source Admin            |
| Account Managers      | Customer relationship managers              | Incident Analyst (read-only) |

<Info>
  ContraForce integrates with Microsoft Entra ID (formerly Azure AD) to pull user identities. Users must exist in Entra ID before they can be added to ContraForce.
</Info>

## User Management Overview

<CardGroup cols={2}>
  <Card title="Organizational Roles" icon="building">
    Control who can manage users, groups, and workspace settings across your organization
  </Card>

  <Card title="Workspace Roles" icon="folder">
    Define what users can do within specific customer workspaces
  </Card>
</CardGroup>

***

## User Roles at a Glance

ContraForce uses a two-tier role system: **Organizational Roles** control administrative access, while **Workspace Roles** control operational access.

### Workspace Roles Quick Reference

| Role                   | View Incidents | Run Gamebooks | Manage Endpoints | Manage Data Connectors | Manage Users |
| ---------------------- | :------------: | :-----------: | :--------------: | :--------------------: | :----------: |
| **Admin**              |        ✓       |       ✓       |         ✓        |            ✓           |       ✓      |
| **Incident Responder** |        ✓       |       ✓       |         ✓        |            —           |       —      |
| **Incident Analyst**   |        ✓       |       —       |         —        |            —           |       —      |
| **Data Source Admin**  |        ✓       |       —       |         —        |            ✓           |       —      |

<Card title="Complete Role Reference" icon="users-gear" href="/guides/general-support/roles-and-permissions-reference">
  View detailed permissions for all organizational and workspace roles
</Card>

***

## Adding Users During Onboarding

The easiest time to add users is during the initial ContraForce onboarding process.

### Onboarding Wizard

When you deploy ContraForce modules, the Onboarding Wizard provides the first opportunity to add users:

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/contraforce/images/user-management-onboarding-wizard.png" alt="User management in onboarding wizard" />
</Frame>

<Steps>
  <Step title="Select User">
    Click the **User** dropdown to see available users from your Entra ID directory
  </Step>

  <Step title="Verify Name">
    Confirm the first and last name displayed matches the intended user
  </Step>

  <Step title="Assign Role">
    Select the appropriate workspace role from the dropdown
  </Step>

  <Step title="Add More Users">
    Repeat for additional users, or continue with onboarding
  </Step>
</Steps>

<Tip>
  Add at least one Admin user during onboarding. This ensures you have full access to manage the workspace after setup is complete.
</Tip>

***

## Managing Users After Onboarding

After initial setup, you can add and manage users through the Settings page.

### Step 1: Consent User Management Service Principal

Before you can manage users post-onboarding, you must consent the User Management service principal:

<Steps>
  <Step title="Navigate to Workspaces">
    Go to the Workspaces page
  </Step>

  <Step title="Open Workspace Settings">
    Click the **gear icon** on the right side of the workspace row
  </Step>

  <Step title="Find User Management">
    Locate the **User Management** service principal in the list
  </Step>

  <Step title="Click Consent">
    Complete the Microsoft consent flow with admin credentials
  </Step>
</Steps>

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/contraforce/images/user-management-consent.png" alt="User Management service principal consent" />
</Frame>

<Warning>
  You must have Cloud App Admin, Application Admin, or Global Admin privileges in the Microsoft tenant to complete the consent flow.
</Warning>

### Step 2: Access User Management

<Steps>
  <Step title="Open Settings">
    Click **Settings** in the navigation menu
  </Step>

  <Step title="Select User Management">
    Click the **User Management** tab
  </Step>

  <Step title="View Current Users">
    The user list displays all users with access to ContraForce
  </Step>
</Steps>

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/contraforce/images/user-management-settings-page.png" alt="User Management settings page" />
</Frame>

### Step 3: Add New Users

<Steps>
  <Step title="Click Add User">
    Click the **Add User** button in the top right corner
  </Step>

  <Step title="Search for User">
    Search for the user by name or email in the Entra ID directory
  </Step>

  <Step title="Select User">
    Click the user to select them
  </Step>

  <Step title="Assign Roles">
    Choose organizational and workspace roles
  </Step>

  <Step title="Save">
    Click **Add** to complete the process
  </Step>
</Steps>

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/contraforce/images/user-management-add-user.png" alt="Add user dialog" />
</Frame>

<Info>
  The **Add User** button only appears if your account has User Admin or Org Admin permissions.
</Info>

***

## Understanding Role Types

### Organizational Roles

Organizational roles control administrative functions across your entire ContraForce instance:

| Role                | Add/Manage Users | Add/Manage Groups | Add Workspaces | View All Workspaces |
| ------------------- | :--------------: | :---------------: | :------------: | :-----------------: |
| **Org Admin**       |         ✓        |         ✓         |        ✓       |          ✓          |
| **User Admin**      |         ✓        |         ✓         |        —       |          —          |
| **Workspace Admin** |         —        |         —         |        ✓       |          ✓          |
| **Org Member**      |         —        |         —         |        —       |          —          |

### Workspace Roles

Workspace roles control what users can do within specific customer workspaces:

<Tabs>
  <Tab title="Admin">
    **Full access to all workspace features**

    * View and manage all incidents
    * Run any Gamebook action
    * Manage endpoints and data connectors
    * Configure workspace settings
    * Manage workspace users

    *Best for: Team leads, senior analysts, workspace owners*
  </Tab>

  <Tab title="Incident Responder">
    **Operational access for active response**

    * View all incidents
    * Run Gamebook response actions
    * Manage endpoints (isolate, scan, etc.)
    * Cannot manage data connectors or users

    *Best for: SOC analysts who need to take action*
  </Tab>

  <Tab title="Incident Analyst">
    **Read-only access for investigation**

    * View all incidents
    * Cannot run Gamebooks
    * Cannot manage endpoints
    * Cannot modify configurations

    *Best for: Junior analysts, read-only stakeholders*
  </Tab>

  <Tab title="Data Source Admin">
    **Integration management focus**

    * View all incidents
    * Manage data connectors
    * Cannot run Gamebooks
    * Cannot manage endpoints

    *Best for: Integration specialists, IT administrators*
  </Tab>
</Tabs>

***

## User Groups

Simplify access management by organizing users into groups.

### Benefits of Groups

<CardGroup cols={3}>
  <Card title="Bulk Assignment" icon="users">
    Assign workspace access to multiple users at once
  </Card>

  <Card title="Easier Management" icon="list-check">
    Update group membership instead of individual users
  </Card>

  <Card title="Consistent Access" icon="shield-check">
    Ensure team members have the same permissions
  </Card>
</CardGroup>

### Creating Groups

<Steps>
  <Step title="Navigate to Groups">
    Go to **Settings** > **Groups**
  </Step>

  <Step title="Create New Group">
    Click **Add Group** and enter a name
  </Step>

  <Step title="Add Members">
    Search for and add users to the group
  </Step>

  <Step title="Assign to Workspaces">
    Assign the group to workspaces with appropriate roles
  </Step>
</Steps>

***

## Assigning Users to Workspaces

Users need workspace assignments to access customer data.

### Individual Assignment

1. Open the workspace settings
2. Navigate to **Users** or **Access**
3. Click **Add User**
4. Select the user and assign a workspace role
5. Save changes

### Group Assignment

1. Open the workspace settings
2. Navigate to **Groups** or **Access**
3. Click **Add Group**
4. Select the group and assign a workspace role
5. All group members inherit access

<Tip>
  Use groups for teams that need access to the same set of workspaces. This makes onboarding new team members faster—just add them to the appropriate group.
</Tip>

***

## Managing Existing Users

### Viewing User Details

Click any user in the User Management list to view:

* Assigned organizational role
* Workspace assignments and roles
* Group memberships
* Last login time

### Editing User Roles

<Steps>
  <Step title="Select User">
    Click the user in the User Management list
  </Step>

  <Step title="Edit Roles">
    Modify organizational or workspace roles as needed
  </Step>

  <Step title="Save Changes">
    Click **Save** to apply the new permissions
  </Step>
</Steps>

### Removing Users

<Steps>
  <Step title="Select User">
    Click the user you want to remove
  </Step>

  <Step title="Click Remove">
    Click the **Remove User** or **Delete** button
  </Step>

  <Step title="Confirm">
    Confirm the removal when prompted
  </Step>
</Steps>

<Warning>
  Removing a user revokes all their access to ContraForce immediately. This action cannot be undone—you'll need to re-add the user if you want to restore access.
</Warning>

***

## Best Practices

<AccordionGroup>
  <Accordion title="Follow the principle of least privilege">
    Assign the minimum role necessary for each user's job function. Start with Incident Analyst and escalate to Responder or Admin only when needed.
  </Accordion>

  <Accordion title="Use groups for team-based access">
    Create groups that mirror your team structure (e.g., "Tier 1 Analysts", "Senior Responders"). This simplifies access management as team members change.
  </Accordion>

  <Accordion title="Audit user access regularly">
    Review user assignments quarterly to ensure former team members have been removed and current roles are still appropriate.
  </Accordion>

  <Accordion title="Document role assignments">
    Maintain records of who has access to which workspaces and why. This helps with compliance audits and access reviews.
  </Accordion>

  <Accordion title="Separate admin duties">
    Don't give everyone Admin access. Reserve Admin roles for users who genuinely need to manage configurations and other users.
  </Accordion>
</AccordionGroup>

***

## Troubleshooting

### Common Issues

| Issue                           | Possible Cause                       | Solution                                                        |
| ------------------------------- | ------------------------------------ | --------------------------------------------------------------- |
| **Can't see Add User button**   | Missing User Admin or Org Admin role | Contact your administrator for elevated permissions             |
| **User not found in dropdown**  | User doesn't exist in Entra ID       | Verify user exists in Microsoft Entra ID                        |
| **Consent flow fails**          | Insufficient admin privileges        | Use Cloud App Admin, Application Admin, or Global Admin account |
| **User can't access workspace** | No workspace assignment              | Assign user directly or via group to the workspace              |
| **User has wrong permissions**  | Incorrect role assignment            | Edit user and assign correct workspace role                     |

***

## Related Guides

<CardGroup cols={2}>
  <Card title="User Roles Reference" icon="users-gear" href="/guides/general-support/roles-and-permissions-reference">
    Complete permissions for all roles
  </Card>

  <Card title="Workspaces Page" icon="folder-tree" href="/guides/getting-started/contraforce-workspaces-page">
    Manage workspace settings
  </Card>

  <Card title="Enterprise Applications" icon="key" href="/guides/technical/enterprise-applications">
    Service principals and consent
  </Card>

  <Card title="Multi-Tenant Features" icon="building" href="/guides/getting-started/multi-tenant-features">
    Managing multiple customers
  </Card>
</CardGroup>

***

<Note>
  Questions about user management? Contact us at [support@contraforce.com](mailto:support@contraforce.com).
</Note>
