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Manage User Groups, Invites, & Permissions

Note: These features are currently only available to certain accounts, if you want access to these features, please reach out to your CSM or contact support.

Manage and create user access groups

You can create and define user permissions at the group level. These permissions can be program and add-on-specific. You can set a default permission group once you have User Access Groups set up. To set up your User Access Groups:

  1. From the left navigation bar select ellipsis-v-solid.svg [Menu] → Settings.

  2. Under the General section, select User Access Groups.

  3. Select Create User Access Group to start setting up your first group.

  4. Fill out the necessary details.

    • See the Create user access group form reference below.

  5. Select Save.

    • Select check-square-solid__2_.svg[Checkbox] Set as default user access group next to the save button if you want to make this group your default user access group when inviting new users.

Create user access group form reference

Field

Description

Name

Enter a name for the group you are creating.

Programs

Select the program to which you'd like to grant the user access.

Role

Select the role you'd like to give the user.

  • Select the View Permissions button to the right of the drop list to see a list of access permissions the selected role entails. Learn more about managing user roles & permissions.

Altitude

toggle-on-solid.svg [Toggle on] to allow the user access to the altitude add-on.

Forensiq

toggle-on-solid.svg [Toggle on] to allow the user access to the forensiq add-on.

BA3E67E2-C90F-469B-A268-791D5586C981.png

Control user signup methods

Note: Only users with Account Security Settings permissions can access the User Signup Method section.

You can set how users may sign up to join your account, and define user sign-up authorization and authentication methods. These sign-up methods include:

Define how users sign up

  1. From the left navigation bar select ellipsis-v-solid.svg [Menu] → Settings.

  2. Under the General section, select Account User Authentication.

  3. In the User Signup Method section, select the preferred method you'd like the user to sign up with when joining your account.

    Note: Users that have joined your account using the SAML method cannot be reverted to the Username & Password method.

  4. Select Save.

Bulk invite users to join your account

  1. From the left navigation bar select ellipsis-v-solid.svg [Menu] → Settings.

  2. Under the General section, select Account Users.

  3. In the top right corner select Invite angle-down-solid.svgInvite User.

  4. In the slide-out modal, fill out the relevant information:

    Field

    Description

    User Email

    Enter the email addresses you'd like to invite to join your account. You can add multiple email addresses by separating them with commas.

    Example: gale.fors@acme.com, hazel.nut@acme.com, noah.lott@starkinddustries.com

    User Access Group

    Once you have created and set up your User Access Groups, you will be able to select a group of permissions to assign to the invited users. If you have not created groups yet, a Create new user access button will be selectable instead.

    Invitation Message [optional]

    Type out the message you'd like your invited users to see when receiving their invitation to join your account. This message is optional and can be left blank.

    Select the Preview message button to see a preview of what the message would look like to the user.

  5. Select Invite.

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