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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:
First Name: Required field for entering the user’s first name.
Last Name: Required field for entering the user’s last name.
Email: 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
StatusAccount status: Indicates if the user account is active or inactiveActive 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.
Admin team member: If the user is an Admin team, this will be displayed here. Only Admins can update this setting.
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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:
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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).Role: Selects the user's role within the organization to determine access permissions.
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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 organisationOrganization, 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
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