User and groups

This feature requires Organization Admin role and is not available in local mode

User and group management capabilities are available under 'Admin-> Users' and 'Admin-> Groups' on the left navigation panel as shown below.

Users-and-groups

User management

Add User

1. To invite a new user to the organization, click on 'Add User' button.
2. Fill in the information as requested in the below form. Assign one or more roles to the user and optionally add the user to one or more existing groups. There are 3 roles available
   1. Organization admin - A super user role with access to all operations on the portal.
   2. User - A role that has access to all capabilities except billing and Admin operations menu.
   3. Finance Admin - A role with access only to billing menu.
      Add User

       

3. Click on 'Send Invitation'.
4. The invited users are listed under the 'Invited Users' tab as shown below.
   Invited Users

    

5. The following actions are available for invited users
   1. Edit Invitation - To change name, role or group assignments.
   2. Revoke Invitation - To cancel an invitation.
   3. Resend Invitation - If the invitation email has not been received by the invitee, this option can be used to resend the invitation.
6. The invited user gets an email with the link to accept the invite and join the organization.
7. After the user joins the organization successfully, the user is listed in the 'Active Users' tab
   Active users

   On this page, 'Edit' and 'Remove' actions are available for each user. The 'Edit' action can be used to perform actions like changing the role and group assignment for the user.
   
   

Group management 

A group represents a set of users with a common role in the organization. The members of the group inherit the roles assigned to the group thus allowing easier administration of roles.

Groups page

Add Group 

1. To create a new group, click the 'Add Group' button.
2. Enter a group name and the role(s) to be assigned to the group.
   Create Group

    

Edit group user list

1. Click on the 3-dots icon in the 'Actions' column corresponding to the group to be edited.
2. Click the 'Manage Group' option.
   Manage group

    

3.  Start typing the user name or email id of the user to be added and select the user from the drop-down list.
   manage-user-in-group

    

4. To delete an existing user, click on the 'Delete' icon marked below.
   delete-user-in-group

    

5.  After all add/remove changes are complete, click on the 'Update' button.

Edit group

1. Click on the 3-dots icon in the 'Actions' column corresponding to the group to be edited.
2. Click the 'Edit' option.
3. Update Name and/or Roles and click 'Submit'.
   
   

   Edit group

    

Delete Group

1. Click on the 3-dots icon in the 'Actions' column corresponding to the group to be deleted.
2. Click the 'Delete' option.
3. Review the confirmation popup and click 'Ok'.