TABLE OF CONTENTS

• Users dashboard
• How to create new user account or modify existing one

Users dashboard

The Main User Dashboard gives you access to all users in the Organisation. Users are organized based on their role in organization.  In the main panel, you can monitor:

• Users roles and their last activity

• the number of projects they are assigned to

Main Users Dashboard is available in the main side navigation panel in the ‘Users’ tab. 

Users dashboard is available only for Owners and Admins

Clicking on the individual user will take you to the account details page. Here you can:

• Review account details (email address, role, and personal information)

• Edit or delete the user account details (see details below)

• Review the projects the user is assigned to, along with their role in that project (manager/researcher, etc.)

How to create new user account or modify existing one

To create a new account, click 'Add User' in the main Users dashboard and  fill in the user details. Mandatory fields include:

• Role within the organisation

• Email address

• Temporary password

• First and last name

After entering data, click 'Create' button. 

To edit a user's details or remove a user from the organisation, select the user whose account you want to change in the Users dashboard and click 'Delete User' to remove the user or 'Edit Profile' to change the user's details, including changing the user's role within the organisation (account upgrade or downgrade).

Within the organisation, only Owners and Admins have permission to create/edit/delete user accounts. Only Owners can create/delete  other Owner accounts.

RELATED ARTICLES

1. Team management at Project level 
2. Permission model overview - Project and organization roles