Users

Users section displays a list of users in your organization. You can assign appropriate roles responsible for managing projects and granting necessary permissions.

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Roles and Responsibilities

There are three types of user roles in the organization, each with distinct responsibilities:

1- Owner of Organization:

Has the highest level of access, including managing organizational settings, users, and permissions. Can add, edit, delete, and activate/deactivate users in the organization. Has the authority to invite users as Admin or Owner within the organization.

2- Admin of Organization:

Can manage users, data, and organizational settings but may have restricted access to certain owner-specific functions.

3- User / Bot Manager :

Has access to the organization’s resources and tools as assigned but cannot manage other users or organizational settings.

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Add Users In Your Organization:

Here is the snapshot of users section. Please refer the below image.

As depicted in the screenshot below, navigate to the ‘Users’ section (1) within your organization console. Then, click on ‘Add User’ (2). Enter the user’s email address (3), select the appropriate role (4), select project (5) and send invitation (6). An invitation will be sent to the respective email id about the assigned role.

Once the user accepts the invitation, they will be successfully added to the organization.

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User Console:

Once you click on any user from the list, you will be redirected to the User Console, where you can view and edit specific details about the selected user. In the User Console, the User Overview section provides a centralized space for managing user details within the system. You can enable or disable user as needed.

The overview includes the following details about user:

Please refer the below image:

(1) User ID: A unique identifier for the user.

(2) Full Name: The user’s name as registered in the system.

(3) Email: The user’s email address.

(4) Date: The date associated with the user account (e.g., creation or last modification date).

You can also update the details like role, email, timezone directly from the User Overview:

The entire overview section is designed to streamline user management and enhance administrative efficiency, offering a clear and actionable overview of all user data.