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Select Settings > Team to navigate to the User Management section from the main dashboard.
Click on the "Add new user" button to open the user creation form.
Fill in User Details:
Full First Name: Enter Required field for entering the first and last name of the useruser’s first name.
Last Name: Required field for entering the user’s last name.
Email Address: Provide a valid email address.
Type: Select the appropriate type for the user from the dropdown menu.
Role: Select the appropriate role for the user from the dropdown menu.
Organisation unit: Choose the organisation unit the user belongs to.
Status: Set the user status (Active/Inactive).
The email address used for account creation and notifications.
Username: Custom field allowing the assignment of a unique username for system access.
Office Phone: Optional field to enter the user’s office phone number.
Mobile Phone: Optional field for the user's mobile phone contact.
Timezone: The user’s timezone
Language: The user’s language
Account status: Indicates if the user account is Active or Inactive. To de-activate a user’s account, set to Inactive.
List items per page: The numbed of list items displayed on each page.
Role: The work role of the user
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Notifications
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These are the email notifications users can choose to receive:
Document comments: Comments have been added to a document you added.
Review complete on my Document: Review has been completed.
These are the email notifications users with document review and approval rights can choose to receive:
New Document added: A document has been submitted for your review.
Request for approval of Document: The document has been reviewed and is now ready for your approval.
Approval or rejection of Document I reviewed: The document has been approved or rejected.
Weekly team comments digest: A weekly digest of review and approval comments
Send occasional marketing emails:
Unsubscribing:
Organization
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These are the Organization profile settings:
Admin team member: If the user is an Admin team, this will be displayed here. Only Admins can update this setting.
User Type: Dropdown to define the type of user (e.g., Strategist).
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Differences between Roles and User TypesIn Orthogramic, it's essential to distinguish between a user's Role and their User Type, as each serves a distinct purpose within the platform. Role: This refers to the specific job function or position a user holds within their Organization, such as Business Architect, Chief Operating Officer (COO), or Strategic Planner. It defines the user's responsibilities and the nature of their work. User Type: This pertains to the level of access and permissions a user has within Orthogramic. User Types determine what actions a user can perform in the system and which features they can access. Common User Types include Admin, Editor, Viewer, and Super Admin. Understanding the distinction between Role and User Type is crucial for effective system management:
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Editor: Assigns edit rights to the user
Public editor: Assigns edit rights to the user for the public documents of the Organization
Organization unit: Assigns a specific business unit within the organization. This is the highest level Organization Unit a user can act on even if they have editor rights.
These settings can only be edited by Admins and Data Compliance Admins
Reviewer: Review changes added by others.
Approver: Approve changes by others.
Save User
Click the “Add user” button to create the new user. The user will receive an email to complete the registration process.
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Notifications
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Organization
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Deleting a User
Locate the User: Use the search function to find the user you want to delete.
Open Delete Modal: Click on the "Delete" button next to the user's name.
Confirm Deletion: Confirm the action by clicking "Delete" in the confirmation modal. The user will be permanently removed from the system.
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