Roles and Permissions: Managing user roles and access permissions.

Effective management of user roles and access permissions is crucial for maintaining the security and efficiency of your organisation. Our platform offers comprehensive tools within the User Management and Site Management sections to help you oversee team members and their access to various sites. Below, we outline the key functionalities and steps for managing user roles and permissions.

User Management

The User Management section provides a centralised location to oversee your team members and their statuses. Here’s how you can effectively manage users:

Viewing Existing Team Members

Access the User Management Section: Navigate to the User Management section from your dashboard.
View Team Members: See a list of all existing team members along with their statuses (joined, invited, or expired).

Inviting New Team Members

Invite New User: Click on the "Invite New User" button.
Enter User Details: Fill in the necessary information for the new team member.
Send Invitation: Send the invitation, which will appear as "invited" until the user joins or the invitation expires.

Monitoring User Status

Check Status: Monitor the status of each team member (joined, invited, expired) to keep track of your team’s onboarding process.
Resend Invitations: If necessary, resend invitations to users whose invites have expired.

Searching for Users

Use Search Functionality: Enter specific user names or site names in the search bar to quickly find the relevant team member or site.
Quick Identification: The search functionality allows for fast identification and management of specific users or sites.

Site Management

The Site Management section allows for seamless addition and management of sites within your organisation. Here’s how to manage site access and permissions:

Adding New Sites

Add New Site: Click on the "Add New Site" button.
Enter Site Details: Provide the necessary information for the new site.
Assign Access Permissions: Choose whether all users or specific users should have access to the new site.

Managing User Access

Invite Users to Sites: You can invite users to access the site immediately or at a later date as needed.
Viewer Role Assignment: Users invited to an organisation and its sites will initially have a viewer role only, limiting their access to viewing data without making changes.

Searching for Sites

Use Search Functionality: Enter site names or user names in the search bar to quickly locate the specific site or user.
Efficient Management: This functionality enhances overall management efficiency by making it easier to find and manage sites and user access.