The Settings page allows you to manage your system's users through three main operations: editing, adding, and deleting users.
To edit or delete an existing user, locate their entry in the user list and click either the pencil icon (to edit) or the trash icon (to delete) next to their name.
Adding new users is a multi-step process:
Locate the email input field below the user list
Enter each email address, pressing "Enter" after each one
Once you've entered all email addresses, click the "Add Users" button on the right to complete the process
When new users are added, they will receive a system invitation email. This email contains instructions for accessing the system, where they can either sign in using Google/Microsoft SSO or create their own password.
We support four different roles:
Admin: Possesses unrestricted access and full control, including setting and user management.
Editor: All admin rights, other than changing Settings and User Management.
Member: Can work with existing documents and workflows, but is restricted from initiating new workflows or generating new playbooks
Viewer: Viewer users can see only collections shared with them and only the documents included in those collections, making it easier to provide limited access to stakeholders.