# Manage Workforce accounts
URL: https://metorial.com/docs/platform/workforce/manage-accounts

Invite people, review their access, and inspect their Workforce activity.

---

## Overview [#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.

<PageIntro>
  <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
  </Learn>

  <Reading title="Before you start">
    * Open **Workforce** from the dashboard
    * Make sure you have permission to manage accounts and access
  </Reading>
</PageIntro>

## Invite a person [#invite-a-person]

<Steps>
  <Step title="Open Accounts">
    Under **Identity**, select **Accounts**. The table shows each account's email address, invitation status, and number of assigned groups.

        <img alt="Workforce accounts table" src="__img0" />
  </Step>

  <Step title="Start the invitation">
    Select **Invite User** in the top-right corner.
  </Step>

  <Step title="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.

        <img alt="Form for inviting a person to Workforce" src="__img1" />
  </Step>
</Steps>

## Review and manage an account [#review-and-manage-an-account]

<Steps>
  <Step title="Open the account">
    From **Accounts**, select the person's name. The overview shows the account's details and recent activity.

        <img alt="Workforce account overview" src="__img2" />
  </Step>

  <Step title="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.

        <img alt="Access settings for a Workforce account" src="__img3" />
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Review account activity [#review-account-activity]

<Steps>
  <Step title="Open the account">
    Under **Identity**, select **Accounts**, then select the account you want to review.
  </Step>

  <Step title="Review servers">
    Select **Magic MCP Servers** in the account navigation to see the servers created for the account.
  </Step>

  <Step title="Review operations">
    Select **Operations** to see the account's tool calls, including their status and session details.
  </Step>

  <Step title="Review connections">
    Select **Connections** to inspect connection activity and session details for the account.
  </Step>
</Steps>