Managing Users
  • 22 May 2023
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Managing Users

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Article Summary

You can assign roles to users for various HUMAN products.

You can also remove existing users and invite new ones.

TO manage an existing user:

  1. Go to Platform Settings > Users.
    Platform_Settings_Users
  2. In the User Management screen, select the required account. The existing users are displayed.
    User_management
  3. To view a user's roles, click Expand Expand.
    Edit_user
  4. Select Edit user profile.
    Edit_user_profile
  5. In the Edit user screen, edit user's personal information and select the required role for each product.
    Edit_user_detailedThe roles have the following permissions:

    Portal Action

    Admin

    Read-only

    Reports Admin

    Security Admin

    Dev Tools

    Developer

    Policy

    Create

    View

    View

    Create

    Disabled

    View

    Billing

    View

    View

    View

    View

    Disabled

    Disabled

    Reports

    Create

    View

    Create

    Create

    Disabled

    View

    Applications

    Create

    View

    View

    Edit

    View

    View

    Accounts

    Edit

    View

    View

    View

    View

    View

    Users

    Create

    View

    View

    View

    Disabled

    Disabled

    Selecting None cancels the user's permissions for the product.
  6. Click Save changes.

TO invite a new user:

  1. In the User Management screen, click Invite new user.
  2. In the Invite user screen, add user's personal information and select the required role for each product.
    Invite_user
    Selecting None means the user will not receive any permissions for the product.
  3. Click Invite user.
    The user will receive an invitation email.

TO delete a user:

  • In the User Management screen, select Delete user for the user you want to delete.
    Edit_user_profile

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