Adding Users & Managing Permissions
(Admin users only). Admins can invite team members and control what each user can access.
Inviting users
- Go to the Administrator Panel.
- Go to the Subscriptions tab.
- Select Users.
- Click Invite New User and enter the user’s email address and full name. NOTE: You need a Core Subscription to Invite a New User. If you don't have one at the moment, the system will prompt you to acquire one in order to activate the user. You can still invite the user but they will not be able to log in if there is no Core subscription they can make use of.)
- Send the invite.
Activating users
- Once invited, users must accept their email invitation.
- After acceptance, the account becomes active.
- Alternatively, Admins can choose to manually activate a user in case they want to assign a library from the get-go.
Assigning access and libraries
- Assign the appropriate role or permissions to each user through the "Libraries" tab in the Administrator Panel.
- Enable access to the libraries or features your firm has purchased.
Managing existing users
- Update permissions as roles change.
- Deactivate users who no longer need access.
Good permission management helps keep your workspace secure and organized.