User Profiles and Roles - Management

EDITING USER PERMISSIONS

1. From any of the three elements,:
   a. Open the Workspace Picker
   b. Click on Administration.
   
2. In the Workspace administration menu, choose Users.
   
   
3. a. To edit an existing user, click on their name to enter their profile.
   b. To add a new user, click on the +Add button in the top right corner.
   
4. a. The "Permissions" section allows you to add or delete any of the available roles to the user's profile. Please note that you can only assign Permissions which you hold yourself.
   
   Explanations of each role can be found in User Permission Levels.
   b. Here you can control the Workspaces to which the user has access.
   
5. When finished, click "Save".

CHANGE YOUR ACCOUNT SETTINGS

Password reset can be performed only from within the User Profile itself.

1. Click the User icon in the top-right, and open Account settings.
   
2. You will have three separate settings pages:
   
   Profile - Edit your user name and email, manage notification settings.
   Password - Change your account password.
   Two-Factor Authorization - Set up or reset 2FA with another device.

DEACTIVATING OR DELETING USERS

TROUBLESHOOTING

You created a user but they can't access the platform? Check the following:

• At least one Permission group needs to be assigned to the user.
• Check if this user is Active: Workspace Picker > Administration > Users > Select the User > Active checkbox should be ticked.
• At least one Workspace should be assigned to the user (for more information on Workspaces, please see this article).