(Legacy) Manage users in a workspace (With license type, editor, admin and member) (Legacy)

(Legacy) Manage users in a workspace (With license type, editor, admin and member) (Legacy)


This article is for the legacy version of Skore. See latest article here: Managing Users

Why Manage Users

By adding users to your workspace you can control who can see what content. What's more you can start to understand how often processes are edited and viewed which helps with understanding usage and engagement.

Types of User License

  1. Admin - An Admin user can access all parts of the software including the Administration area. An Admin user may also change access rights for any process in their workspace
  2. Editor - An Editor can create and edit processes but cannot access the Administration area
  3. Member - A Member can view processes, leave comments and approve processes when requested
Summary of permissions per licence : 

Member
Editor
Admin
View processes in a workspace
Yes (subject to access rights)
Yes (subject to access rights)
Yes - all
Edit a process
No
Yes (subject to access rights)
Yes (subject to access rights)
Change access rights of a process and other properties
No
Yes (subject to access rights)
Yes - all
Add comment to a process
Yes
Yes
Yes
Invite new users to a workspace
No
No
Yes
Create & Manage user groups
No
No
Yes
Create folders
No
Yes
Yes
Create tags 
No
Yes
Yes
Archive process
Yes
Yes (subject to access rights)
Yes


How To

Add Users

  1. Go to the Admin area from the workspace
  2. Select User Management
  3. Click Add User
  4. Enter the email of the user to be added (multiple emails can be added at once using a comma to separate the emails.)
  5. Select the role: Admin, Editor, Member
  6. Choose whether to send an email or manually provide a password. If you uncheck 'Send invitation email' then you will be required to enter a manual password. You will then need to provide this password to the user.
  7. Click Send Invitations

Change User Role

  1. Go to User Management in Admin
  2. Identify the user whose role you wish to change
  3. Click 'Action' next to the User name and select 'Change Role'
  4. Select the new role and click Apply

Reset a User's Password

  1. Go to User Management in Admin
  2. Identify the user
  3. Click 'Action' and select 'Reset Password'

Remove a User

  1. Go to User Management in Admin
  2. Identify the user
  3. Click 'Action' and select 'Remove User'








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