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Users & access

This guide is for organization admins and IT owners who decide who can use Prego and how.

Before you invite people

  • Confirm your billing owner and technical contact with Prego support if contracts require it.
  • Decide which roles map to your internal titles (e.g. finance vs. read-only).

Inviting users

Typical flow:

  1. Open the admin console and go to Users (or Team), depending on your UI version.
  2. Choose Invite and enter work email addresses.
  3. Set an appropriate role (admin, member, or custom roles your plan supports).
  4. Send the invite; users complete sign-in via the link in email (see Authentication).

Roles and permissions

  • Admins can usually manage billing, users, and integration settings.
  • Members use day-to-day features (ERP modules, My AI, etc.) within the permissions your product assigns.
  • Exact labels and capabilities depend on your plan and tenant configuration — use in-app help or support for a matrix specific to your contract.

Single sign-on (SSO)

If your organization uses SSO, your admin enables it with Prego according to your agreement. End users then sign in through your identity provider instead of a separate password. Details are covered under Authentication and your onboarding packet.

Offboarding

When someone leaves:

  1. Deactivate or remove their user in the admin console (or follow your HR security checklist).
  2. Rotate any API keys or integration tokens they may have created.
  3. Open a support ticket if you need audit exports or data deletion tied to that person (see Data & privacy).