In this guide, we'll walk you through the process of inviting users, managing their roles and permissions, and ensuring smooth communication through email notifications.
Core Concepts
Let's explore two real-world scenarios where attribution models can make a significant impact:
User Roles: Users can have two roles - Admin or User. Admins have broader permissions, while Users have limited access.
User Positions: Choose from predefined positions that best describe the user's role within your organization.
Assigning Companies and Markets: Admins can specify which companies and markets a user can access. At least one combination is mandatory.
Email Notifications: Our system sends email notifications based on user actions, such as invitations and updates.
Step-by-Step Guide
Step 1. Invite a User
To invite a user to your web application, follow these simple steps:
Click "Settings" in the bottom of Navigation menu.
On the "Users & Teams" page click on "Invite Users" button.
In the "Invite Users" popup enter the user's email address.
Select the user's position from the predefined values.
Choose the user's role as Admin or User.
Assign at least one company and market the user can access from the available options for this admin.
Click "Save".
There are no restrictions on inviting users with emails that already exist in the system. If a user with that email already exists, the system will automatically assign them to new companies and markets.
Step 2. Lock User Role/Position
If a user's role or position has already been set by another admin, it will be locked to prevent conflicts and maintain consistency.
Step 3. Email Notifications
Our system ensures efficient communication through email notifications:
If the user's email is not in the system, they will receive a regular "Set Password" email, which serves as an invitation
If the user already exists in the system, they will receive an email informing them of the new companies and markets assigned (an "updates" email).
Case Studies
Case Study 1: Multiple User Roles in an Organization
Scenario
An organization has various departments and needs to grant different levels of access to employees based on their roles.
Solution
Our web application allows you to easily assign predefined user roles, ensuring that each employee has access only to the resources relevant to their job. This streamlines access management and enhances security.
Case Study 2: New Employee Onboarding
Scenario
A company hires a new employee and needs to provide them with access to essential resources promptly.
Solution
With our user invitation feature, you can quickly add the new employee to the system, assign their role, and grant access to the necessary companies and markets. They will receive an invitation email, making onboarding a breeze.
Case Study 3: Preventing Unauthorized Changes
Scenario
To maintain data integrity, an organization wants to prevent users from changing their roles or positions without proper authorization.
Solution
Our system automatically locks user roles and positions if they have already been set by another admin. This prevents unauthorized changes and ensures consistency in user management.
FAQs
How do I reset a user's password?
You can reset a user's password by selecting their profile, clicking "Reset Password," and following the prompts.
Can I change a user's role after inviting them?
Yes, you can change a user's role even after inviting them. Simply access their profile, update their role, and save the changes.
What happens if I don't assign any companies or markets to a user?
Users must be assigned at least one company and market to access the system.
Best Practices
To make the most of our user invitation system, consider these best practices:
Clearly define user roles and positions.
Regularly review and update user permissions as needed.