The Account Settings section allows certain Users to manage access and roles for various products as a self-service. Account Settings page is available for users with the Role of Admin through the gear icon in the left-side navigation pane.
Inviting New Users
Admin Users may select the +Add button on the top right and enter key information to invite a new user to the system.
User Statuses
There are three (3) User Status available today:
Active - Users that have been invited into the system and have created login credentials.
Inactive - Users that have had their account access disabled.
Invited - Users will reflect a status of Invited directly after being invited into the system and will retain this status until they have accepted the invitation. Note: a User's Role and Product Access may not be edited until the User accepts the Invite and becomes Active.
User Roles
There are two (2) User Roles available today:
Admin - Users with this Role automatically have access to all products enabled for the whole account. Admin users also have access to the Account Settings page with the ability to invite new users, disable existing users, edit Roles, and change Product Access.
Member - Users with this Role have access to all products enabled for their individual access. Member users do not have access to the Account Settings page.
Assigning Roles & Enabling Product Access
Once a new user has accepted their invite into the system, Admin Users may then edit the User's role Role and Product Access.
Disabling Users
Users can easily be disabled in the system by a Admin User through the Enable account access toggle. Users disabled by an Admin user will reflect a status of Inactive.
