Manage Workforce accounts

Overview

Workforce accounts represent the people who can use your portal. From an account, you can review invitation status, manage access, and inspect activity. This guide shows you how to invite a person and manage their account after it is created.

What you'll learn

How to invite a person to the portal
How to review and update account access
Where to find an account's servers, operations, and connections

Before you start

Open Workforce from the dashboard
Make sure you have permission to manage accounts and access

Invite a person

Open Accounts

Under Identity, select Accounts. The table shows each account's email address, invitation status, and number of assigned groups.

Start the invitation

Select Invite User in the top-right corner.

Enter the invitation details

Enter the person's Name and Email. Add a message if needed, then select Send Invite. The account appears with an invited status until the person joins.

Review and manage an account

Open the account

From Accounts, select the person's name. The overview shows the account's details and recent activity.

Review access

Select Access. Review the groups assigned to the account and any access granted directly to it.

Use Assign Groups to add the account to a group. Grant direct access to an integration or skill only when the person needs an exception that should not apply to a whole group.

Keep access up to date

Remove group assignments and direct grants when they are no longer needed. Use groups for shared access so permissions stay consistent and are easier to review.

Review account activity

Open the account

Under Identity, select Accounts, then select the account you want to review.

Review servers

Select Magic MCP Servers in the account navigation to see the servers created for the account.

Review operations

Select Operations to see the account's tool calls, including their status and session details.

Review connections

Select Connections to inspect connection activity and session details for the account.