Administration

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Overview

Note:
The Administration screen is only accessible and visible to users with Admin privileges. All the steps outlined below are intended for Admin users only.

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User Roles Explained

• Admin: Full access to platform settings and administration
• User: Limited access, typically assigned to project-specific tasks

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Accessing Administration

1. Navigate to the Administration tab from the Navigation Panel
2. You will see a list of all current users and their roles

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Inviting a New User (Admin Only)

1. Click on the Administration tab
2. Click the Invite User button
3. Enter the user’s email address
4. Select the appropriate Role (Admin or User)
5. Click Invite to send the invitation

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Editing a User Role

1. From the Administration screen, locate the user.
2. Click on the ellipse icon in the Actions column for the user whose role you want to edit.
3. This opens a pop-up where you can edit the user’s role.
4. Select the new role (Admin/User).
5. Click Save to apply the changes.

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Editing Account Details

1. In the top navigation bar, click on the user icon (shows your initials).
2. From the dropdown options, click on Account to open a pop-up with your user details.
3. Directly update the necessary user information in the editable fields.

   Note: Fields such as Email, Role, and Organisation are not editable.

4. Click Save Changes to confirm and apply your changes.

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Disabling a User

1. From the Administration screen, locate the user you want to disable.
2. Click on the ellipse icon in the Actions column for that user.
3. From the dropdown menu, select Disable User.
4. A confirmation pop-up will appear asking if you wish to disable the user.
5. Click Disable to confirm and complete the action.

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Best Practices

• Regularly review user roles and statuses for compliance
• Only assign Admin roles to users who require elevated privileges

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Next Steps