User Administration

User Management

Manage users and their access to the Ask Sage platform

Table of Contents

1. Accessing User Account Information
2. User Table Columns Reference
3. Adding and Removing User Accounts
4. Activating and Disabling User Accounts
   1. Disabling Users
5. User Account Actions Menu

As an Administrator of an Enterprise Account, you have the ability to manage users and their access to the Ask Sage platform. This section covers how Administrators can effectively manage users and their access levels.

Enterprise Account Dashboard

Accessing User Account Information

Finding a User

To look up a specific user in the User Management tab:

1. Click the Email Filter text box
2. Type the user's email address and press Enter or click Apply
3. The user's profile row will appear, displaying their current account details

You can also filter the table by Organization using the All Organizations dropdown to view all users within a specific organization.

User Table Columns Reference

Each row in the User Management table includes the following information:

Column Definitions

Column	Description
ID	User's unique identifier on the tenant
ORG	The organization the user is assigned to
Company	Company name associated with the user's organization
First Name / Last Name	User's registered name
Email	User's registered email address
CAC	Whether the user has a CAC/PIV card registered (Yes/No)
MFA	Whether multi-factor authentication is enabled (Yes/No)
Type	The user's privilege level: SuperAdmin — full tenant access Admin — manages their organization exclusively via the admin portal User — no elevated privileges, cannot access admin portals
Plan	The subscription plan the user is enrolled in
Paid	Whether the user has access to paid features (Yes/No)
Banned	Whether the user's login is blocked (Yes/No)
Verified	Email verification status — only applies to tenants that require email verification
Max Inference Tokens	The monthly inference token allocation assigned to the user
Max Embedding Tokens	The training/embedding token allocation assigned to the user
Total Usage	Total tokens consumed since the account was created (inference + training combined)
Monthly Inference Tokens	Inference tokens used in the current month
Prev Month Inference	Inference tokens used in the previous calendar month

Adding and Removing User Accounts

User Addition and Removal

Important: To add or remove users to the Enterprise Account, please send the list of registered email addresses to support@asksage.ai. Only Administrators of an Enterprise Account can request to add or remove users.

Activating and Disabling User Accounts

Prerequisite: If you are an Administrator of an Enterprise Account and do not have access, check that you have setup multi-factor authentication (MFA) for your account. This is a mandatory requirement for all admin users who will be managing the Enterprise Account.

User Activation Process

Open the three-dot menu to the left of any user and select Set as Paid to activate their account, or Ban User to block login access.

Understanding Paid Status:

• False: User will not have access to paid features but will still be able to login
• True: User will have access to the paid features of the Ask Sage platform

Automatic Token Assignment: When activating a user, the user is automatically assigned a default volume of tokens (for example, 200K or 500K tokens).

User Options

Disabling Users

User Disabling Process

Reducing Access (Non-Paid Status)

To disable a user and reduce their access, click the **three vertical dots** () to the left of the user and select Remove Paid Status.

Completely Banning a User

To completely ban a user from the platform, click the **three vertical dots** () to the left of the user and select Ban User

Understanding Banned Status:

• False: User will have access to the account
• True: User will not have access to the account

Re-enabling Access: If tokens were assigned to the user, they can be reassigned to another user by Administrators. Subsequently, Administrators can re-enable access to the account by setting the Banned column to False and the Paid column to True.

Data Retention: User accounts cannot be completely deleted as all data needs to be retained for 3 years due to compliance regulations.

User Account Actions Menu

Each user row has a context menu accessible by clicking the three vertical dots () to the left of the user’s information. Available actions include:

Available Actions

Action	Description
View Logs	Opens the user's interaction and activity history
Set as Admin	Promotes the user to Administrator role for their organization
Set as Paid	Activates the user's account and grants access to paid features
Start Trial	Starts a 30-day trial period — Paid status automatically reverts to No after 30 days. When users first create an account, they receive a 30-day free trial by default.
Remove Paid Status	Revokes paid feature access without banning the account
Ban User	Blocks login access entirely. Only SuperAdmins can unban admins.
Reset Password	Generates a new temporary password for the user
Reset CAC	Removes the CAC/PIV card linked to the account
Reset MFA	Removes all registered MFA devices from the account
Assign to Org	Moves the user to a different organization
Remove from Org	De-assigns the user from their current organization without deleting their account
Verify Email	Force-verifies a user's email if they did not receive the verification code (e.g., blocked by spam filter)