Adding users
Enter email addresses
Type or paste one or more email addresses, separated by spaces, commas, or newlines. You can copy a column of emails from a spreadsheet and paste it directly into the field. The dialog shows whether any emails are already invited or have existing accounts.
Roles
Realm has three roles:| Role | Description |
|---|---|
| Admin | Full control of the organization. Can manage users, data sources, tools, agents, and all settings. |
| Full Member | Full access to Realm features (chat, search, agents, tools). Cannot access admin settings. |
| Collaborator | Limited access. Can edit RFPs, search, and use Realm Chat (capped usage). |
Changing a user’s role
Click the three-dot menu next to a user and select Edit role. Choose the new role and click Save.
Removing users
Click Remove users in the top right, enter the email addresses you want to remove, then confirm. Like the add dialog, you can paste a comma or space separated list of emails. You can remove both active users and pending invitations.Managing users
Click the three-dot menu next to any user to see available actions:| Action | Description |
|---|---|
| Edit role | Change the user’s role (Admin, Full Member, or Collaborator) |
| Resend invitation email | Re-send the invite to an invited user |
| Remove user | Revoke access and remove the user from your organization |
| Force sign out | End all sessions for an active user across all devices |
| Move assistants to yourself | Transfer the user’s personal assistants to your account |
Seat limits
Your organization has a fixed number of seats. When the limit is reached, the Add users button is disabled with a “User limit reached” tooltip. You cannot invite new users until a seat is freed.Need more seats? Contact support@withrealm.com to increase your organization’s seat limit.
Just-in-time (JIT) provisioning
With JIT provisioning, users are automatically created in Realm the first time they sign in, with no invite needed. This is useful with SSO, where new employees can start using Realm immediately after signing in with their company credentials. JIT provisioning is scoped to specific email domains (e.g.@company.com). Only users whose email matches a configured domain are auto-provisioned. You can also configure which role JIT-provisioned users receive (Admin, Full Member, or Collaborator). The default role is Full Member.
JIT provisioning is configured by the Realm team on behalf of your organization. Contact support@withrealm.com to enable it or to update the allowed domains and default role.