The Configurations widget provides a comprehensive set of tools to manage user access within your account. This guide will walk you through the process of inviting users to the platform, modifying user privileges, revoking user access, re-enabling user access, deleting users, and exporting user details. Follow the instructions below to manage user configurations effectively.

Configurations Widget

Inviting a User to the Platform 

You can invite a user to the platform by following these steps.

1. Navigate to the Configurations widget.
2. Select User Management from the dropdown menu.
3. Click the + Invite User button located in the top right corner.

Invite User

1. Enter the user's details in the provided fields.

                        

User Details

1. User privileges can be customized based on their role. To select the appropriate role for a user, click the information icon (Info) on the right side of User Management. 

Info Icon for Roles

1. Select the role that suits the user from the available options.

                                                                       

Roles and Permissions

3. Specify the workspaces that the user should have access to, and then click Invite. 
4. An invitation will be sent to the user's email address. 
5. Upon acceptance, the user will gain access to the assigned workspaces.

Revoking User Access 

To revoke user access, follow these steps:

1. Go to the Configurations widget > User Management.
2. Click the kebab menu (three dots icon) on the far right corner of the user's name and select Edit User. 

                             

Edit User

Edit User

1. Under User Status, select Inactive.
2. Choose the workspaces from which access should be revoked by clicking the left arrow next to each workspace. 
3. After making the necessary changes, click Update.
4. The user will lose access to the specified workspaces, and their status will be marked as Inactive.

   

Make User Inactive

Re-Enabling User Access  

To re-enable user access, toggle the button under Actions and click Enable. 

The Action Button

                                   

Enable User Confirmation

Enable User Confirmation

The user will regain access to the previously assigned workspace(s).

Deleting a User from the Platform 

To delete a user from the platform, follow these steps:

1. Go to the Configurations widget > User Management.
2. Click the kebab menu (three dots icon) on the far right corner of the user's name and select Delete User. 

                                         

Delete User

Delete User

1. The workspaces to which the user has access will be displayed. 
2. Remove access to specific workspaces by clicking the "-" icon. 
3. After making the desired changes, click Remove.

                                                                                                           Remove User

Remove User

2. The user will no longer have access to the workspaces. 
3. Please note that the user(s) will be permanently removed from this Account (or) Workspace.

Disabling User Access to the Platform

To disable a user's access, simply toggle the button under Actions and click Disable.

                       

Disabling User

Disabling User

The user will lose access to all workspaces and will no longer be able to log in.

Exporting User Details 

You can export user details from the User Management tab by following these steps:

1. Click the download icon located in the top right corner of the page.
2. Select Export All to export all user details.

 

Export User

                                                               Details Available in the Report       

Export User

The exported report will contain comprehensive user details.

We hope this guide has been helpful to you. If you have any further questions or feedback, please feel free to leave a comment or like our page.