How to set up users?

There is 3 users of users and role and then you can link each user to a specific areas or to all areas

For the user setup your need to select on the riht top corner the "Administration" section and then users to create new users

Users Type and roles:

1. Superadmin: it is the most important role that allow you to do anything within the platform
2. Regular: you can use all the tool but this role cannot proceed to any setting
3. Read only: you can only read document but not edit / modify them

Areas: when user are set up you need to select areas they will have access to. If none are selected, they will have access to all of them.

Welcome email: when set up is finalise, you need to click on send in order the user to receive the welcome e mail with link to the platform. This email can alo be sen by clinking on "welcome email"on the main table

In the main table you can also access to different actions like:

• "Log As" allow you to log yourself as if you were your selected color. You can see the platform as you colleague sees it.
• "Desactivate": to use if you want to desactivate one of your user
• "Edit": if you want to modify / check users detasil
• "Delete" if you want to delete a user

Updated on: 16/01/2025