Basic Management of Roles and Users

I. Roles Management

It includes creating new roles, modifying configurations, copying roles, deleting roles, sorting roles, etc.

1. Add Role: Click to add a new role.
2. Modify Configuration: Click the role name to modify the configuration.
3. Copy Role: Click the button on the right side. It only copies the permissions settings and description, the members of the role will not be copied.
4. Delete Role: Click the three-dot button on the right side first, you can see the [Delete] button. When deleting a role, you can move the members of the role to other roles,or remove the members. If the members of the role have other roles, the permissions of other roles will not be affected.
5. Sort Role: Mouse over the six-dot button on the left side of the role and drag up and down to adjust the order. The role of Admin is always the first one.

II. Users Management

After the roles have been configured, you need to add and manage users for the role. In the [User] tab, you can view all users, users under approval, external users, or view users by role.

1. Manage users by classification

In a classification, you can only manage the existing users, and you can modify their roles or remove them out of the application, but can't add users. If you want to add users, you need to select a certain role and add.

[All] User, position, department or o-roles in all roles are displayed here.
[Appliers] Users who have applied to join the application but have not yet been processed are shown here. The App Admin can deny, or assign their roles.
[Collaborators] These users are not in your organization and are members of other organizations who have joined a role in the application.