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User management permissions are available for Company Admin and Manager roles only. |
Sort users by UserName, First Name, Surname and Status.
Go to User Manager in your profile menu:
Select a user and an option:
Invite: configure and invite a new user.
Edit: change user information and Permissions, as well as un- or assign Report types.
Lock: suspend a user from the Company.
Delete: only for Pending Invitation user status.
Invite
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Permissions can be edited after invitation. |
Fill the user info and press Invite:
Fill in the mandatory fields: Email, First Name and Last Name inUser Configuration.
Select aPermission to define user role.
User Licenses
License count is modified by Company Admin after editing subscription plan.
User Licenses shows the quantity of licenses purchased for your Company.
This is total number of licenses available. The field is non-editable and exists for information purposes only.
Assign Report type
Assign the desired Report type to the new user to make Report generation possible.
Within Invite User window, go to Report Configuration tab to assign the needed Report type(-s) to new user (use arrow buttons to move Report types).
Learn how to assign a Report type to user.
Activate User
An activation link will be sent to the indicated email address.
The new user will be listed in the User Manager with a unique ID and a Pending Invitation status.
User obtains status Active after successful email activation.
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Activation link expires in 3 days. |
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