Skore

            Manage users of a workspace

            Permission: workspace admin can manage 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

            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

            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'

            Updated: 16 May 2019 05:26 PM
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