> For the complete documentation index, see [llms.txt](https://docs.cortex.aic.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cortex.aic.io/menu-areas/people-and-settings.md).

# People and Settings

Manage people, appointments, access, and platform administration.

Use this menu group to see who can work, what they can do, and the configuration that applies to the current workspace or organization. These are controlled tasks. Ask the responsible Manager or administrator when an action is absent.

| Menu item                 | First action or page heading                                              | Purpose                                                                                                                                                    |
| ------------------------- | ------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------- |
| ---                       | ---                                                                       | ---                                                                                                                                                        |
| **Workspace settings**    | Open the current workspace page.                                          | Check **Workspace details**, **Operating profile and features**, **Connectivity**, **Members**, and **Recent changes**. A Manager can edit allowed fields. |
| **Users and access**      | **Create local user** or a row's **Review access**.                       | Manage accounts and grants. **Platform administration** is available to authorized administrators.                                                         |
| **Professional evidence** | **Assign a professional role** or **Propose a role framework**.           | Keep evidence of competence and development.                                                                                                               |
| **Personnel screening**   | **Record verified attestation**.                                          | Retain restricted screening evidence and its validity.                                                                                                     |
| **Personnel eligibility** | **Retain policy proposal**, then **Enable reviewed policy** when allowed. | Review the policy that controls eligibility.                                                                                                               |
| **Formal appointments**   | **Propose appointment**.                                                  | Record a specific role, scope, and term for independent approval.                                                                                          |
| **Organisation settings** | **Your organisation**.                                                    | Authorized Managers can **Save organisation** or **Discard changes**. Related links include **Email notifications** and **Users and access**.              |
| **Node configuration**    | Read the effective module settings and retention policy.                  | Inspect what the node is configured to use. This menu page is read-only.                                                                                   |
| **Reference catalogue**   | **Supported reference data**.                                             | Inspect controlled terminology and supported reference values. This menu page is read-only.                                                                |

For full procedures, read [accounts and grants](file:///7397340/workflows/assurance/access.md), [platform administration](file:///7397340/workflows/assurance/platform-administration.md), [professional evidence](file:///7397340/workflows/assurance/professional-evidence.md), [screening](file:///7397340/workflows/assurance/personnel-screening.md), [eligibility](file:///7397340/workflows/assurance/personnel-eligibility.md), and [appointments](file:///7397340/workflows/assurance/formal-appointments.md).

## Change a workspace member

{% stepper %}
{% step %}

### Select workspace settings

Select **People & settings → Workspace settings**. Check that the workspace name is correct.
{% endstep %}

{% step %}

### Edit or add the member

In **Members**, select **Edit member**.

To add someone, use **Find an organisation account** and **Find accounts**, then select the exact **Account**.
{% endstep %}

{% step %}

### Set membership details

Set **Role**, **Expires (UTC, end of day when changed)**, and **Membership enabled**. Enter **Reason**.
{% endstep %}

{% step %}

### Save and verify

Select **Save membership**. Refresh **Members** and check the retained state.
{% endstep %}
{% endstepper %}

An account also needs active global access and clearance. At least one active Manager must remain. A membership or appointment does not by itself give access to every protected record. See [roles and access](file:///7397340/reference/roles-and-access.md).