User and groups

This feature requires Organization Admin role.

User and group management capabilities are available under Admin >  Users and Admin > Groups on the left navigation panel.

User management

Add User

1. To invite a new user to the organization, click the Add User button.

2. Fill in the information as requested in the form below. 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 the Admin operations menu.

   3. Finance Admin - A role with access only to the billing menu.

      

       

3. Click Send Invitation.

4. The invited users are listed under the 'Invited Users' tab as shown below.

   

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 invitee has not received the invitation email, this option allows you to resend it.

6. The invited user receives an email with a link to accept the invitation and join the organization.

7. After the user joins the organization successfully, the user is listed in the 'Active Users' tab

   

   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.

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.

   

    

Edit group user list

1. Click the 3-dots icon in the 'Actions' column corresponding to the group to be edited.

2. Click the Manage Group option.

   

    

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

   

    

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

   

    

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'.
   

   

    

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'.