Users

Users

The Users section is used to manage user accounts and control access to the platform. It allows administrators to create users, assign roles, define permissions, and manage security-related settings.


Users Overview

The Users overview displays all user accounts within the account.

Here you can:

  • View all users

  • Filter users by status (active or deactivated)

  • Search for users by name or email address

  • Filter users by default role or group

  • Open detailed user settings

Each user entry shows basic information such as name, email address, assigned groups, and default role.


Creating a User

New users can be created from the Users section.

When creating a user, the following information can be defined:

  • First name and last name

  • Email address

  • Optional profile image

  • Language and time zone

  • Optional telephone number

  • Default layout preference

After creation, roles, group assignments, and module access can be configured.


Roles and Permissions

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If Groups are not available for the account, access rights and roles can be assigned directly to users and projects without using group-based assignments.

Each user is assigned a default role, which defines their general permissions across the platform.

Additionally:

  • Roles can be assigned per group, if Groups are enabled

  • Group-specific roles override the default role for projects linked to that group

  • Typical roles include Reader, Uploader, Junior-Editor, Senior-Editor, and Administrator

This provides fine-grained permission control tailored to a user’s responsibilities. The “More information on the roles” action shows the permissions associated with each role.


Group and Module Assignment

If enabled for the account, users can be:

  • Assigned to one or more groups

  • Granted access to specific modules

Module access must be explicitly granted to users, even if the module is booked at the account level.


User Settings

For each user, individual settings can be configured, including:

  • Personal details (name, image, language, time zone)

  • Layout preferences

  • Upload and approval behavior

  • Group-specific roles

  • Assigned modules

Changes take effect immediately and apply according to the user’s permissions.


Security Settings

User-specific security settings include:

  • Two-factor authentication (SMS or email)

  • Limiting the number of active sessions

  • Granting temporary support access (if available)

These settings help enforce account security and compliance requirements.

Access and Availability

  • Users are available at the account level

  • Only users with appropriate permissions can access users management

  • Availability and granularity of data may depend on enabled modules and services

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