How to Add and Manage Users with Sheaf

Whether you’re onboarding a new hire or adjusting access across your SaaS stack, Sheaf makes it easy to add and manage users – either through your directory (SSO) or manually inside the platform.

Two Ways to Add Users to Applications

There are two ways to add users to applications in Sheaf:

1. Via SSO (Google Workspace or Microsoft Entra ID)
2. Manually (if you’re not able to use (SSO or prefer to control things app-by-app)

Option 1: Add Users via SSO Integration

If you’ve setup Single Sign-On (Google Workspace or Microsoft Entra ID), adding users is fast and secure. Here’s how:

1. Go to Applications > All Applications
2. Select either your Google or Microsoft application from the list
3. Click the “Integrations” tab
4. Click “Integrate with Google” or “Integrate with Microsoft”, then sign in with your admin account
5. Once users are pulled in, select any new users you want to bring into Sheaf
   • 📌 Existing users won’t be duplicated — so don’t worry if you see existing users listed.)
6. On Step 3 (Applications), you can click Next if you’re not adding new apps
7. On Step 4, under each user’s name, use the applications search bar to assign them to the apps they should have access to
8. Click “Confirm” to complete the sync

📌 Existing users won’t be duplicated — so don’t worry if you see existing users listed.

Option 2: Add Users and Assign Apps Manually

If you’re not using SSO – or want to add someone manually – here’s how:

1. Go to the Users tab > click “New User”
2. Fill in:
   • Name
   • Email address
   • Role (Admin, Viewer, Manager)
3. Set a password:
   • Create one manually or auto-generate
   • Users will be provided their password via email and prompted to reset on first login
4. Click “Create”
5. To assign the user to an application:
   • Go to Applications > All Applications
   • Select the application
   • Click the “Users” tab
   • Click “Add User”
   • Choose which users to assign
   • ✅ If you’re the admin, check “Skip onboarding approval request” to add them directly
   • Note: If you’re not the admin, the admin will need to accept the request to enable the onboarding

Removing a User from an Application

Need to revoke access? Here’s how:

1. Go to Applications > All Applications
2. Select the application
3. Click the “Users” tab
4. Find the user and click the red offboarding icon to the far right

📌 This will trigger a removal workflow for the selected user