Setting Permissions for User Management
To get started, ensure your account has the required permissions. You can verify or modify these permissions through the settings page.Permissions Inviting and Creating New User
- Navigate to the Settings page from the left pane.
- Access the Roles & Permissions tab.
- Select your role, typically ‘administrator’.
- In the ‘user permissions’ section:
- Make sure “Invite user” is active.
- For creating users, “Create and delete user” should also be enabled.
Configuring User Detail Permissions
Control how users can modify their details:- Go to the Settings page.
- Access the Roles & Permissions tab.
- Choose the desired user role, e.g., ‘user’.
- Under ‘user permissions’:
- Visit the ‘User card field’ section.
- Set ‘User name and Initials’ and ‘Email address’ to “Manage” or “View” based on requirements.
#Screen 1 Configuring Administrator and User Detail Permissions
Adding a New User
- Direct yourself to the Resource Management Page.
- If you have the rights, you’ll spot a ‘+’ icon at the top.
- Clicking this icon reveals the user card.
- Fill in user details such as name, initials, user type, email, and roles.
#Screen 2 Adding a new user
User Invitations
This section applies to both current and new users.User settings Configuration
- After entering the user’s details, click ‘invite’.
- Ensure you’ve entered a valid email address.
- You’ll encounter configuration prompts that define what the user sees. Consider using a default or copying an existing profile for ease.
#Screen 3 Inviting a new user
Sending the Invitation
- Once configured, press ‘apply’.
- The system will then dispatch an invitation email, indicating you as the inviter.
Overseeing User Invitations
Understanding Invitation Statuses
On the Resource Management section:- A username without an envelope icon signifies a complete invitation.
- Sealed envelopes mark invited users awaiting activation.
- Crossed-out envelopes denote users pending an invitation.
#Screen 4 Overseeing User Invitations
Sending Reminder Emails
For delayed responses:- Access the user’s card.
- View the previous invite’s date.
- Select ‘re-invite’.
#Screen 5 Sending Reminder Emails
Monitoring Invitations
- Use the ‘user status’ filter on the Resource Management page.
- Segregate by invited, pending, or active users.
#Screen 6 Monitoring Invitations
Exporting Invitation Data
- Adjust filters on the Resource Management page for specific user data.
- Head to the top-right corner.
- Choose the desired export format: CSV or Excel.
- Select either a comprehensive list or a filtered one.
#Screen 7 Exporting Invitations Data