All About Users
Users are at the centre of Catalyst. They can be assigned work, access records, participate in workflows, administer the platform, or authenticate integrations and automated processes.
This section explains the different user account types available in Catalyst, how user accounts are created and managed, and how users authenticate and interact with the platform.
User management
Start here if you need to view, create, or update user accounts.
1-time completion users
1-time completion users are designed for people who need to complete tasks without signing in to Catalyst.
Service Accounts
Service Accounts provide dedicated accounts for integrations, API access, and automated processes.
Learn about:
Service Internal accounts
Service External accounts
authentication methods
permissions and security considerations
Authentication and access
These articles explain how users authenticate and recover access to their accounts.
- What happens when a user clicks the Forgot your password link on the login page?
- What happens when an individual uses Single Sign-on?
Things to remember
- Different user account types are designed for different use cases and permission models.
- Only Super Admin users can create, edit, and delete user accounts.
- Service Accounts are intended for integrations and automated processes rather than individual users.
- 1-time completion users do not sign in to Catalyst and complete tasks using secure email links.
- Authentication methods available to users depend on your system configuration.