Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

« Previous Version 25 Next »

User Configuration

Go to User Manager → Select Invite → Fill in the User Configuration (Email, First Name, Last Name) → select Permission* to define user role → proceed to Report Configuration (right tab).

Only Company Manager and Admin can access User Manager.

*Permission can be edited after invitation.

image-20240314-105754.png

Report Configuration

Assign Report Types to users in process of invitation.

Go to Report Configuration tab (right side of Invite User) → Select a Report Type → use arrows at the bottom to assign/unassign Report Type to user → press Invite to finish.

image-20240314-133237.png

User Licenses

User Licenses is 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.

License count is modified by Company Admin after editing subscription plan.

image-20240314-145555.png

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.

Activation link expires in 3 days.


  • No labels