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User & Group Management [Beta]

User Management

The option to manage users in your organization can be found by clicking on the user (person) icon on the top-right of the user interface (shown below). Click on Settings and then click on the Users tab.

Please note: The Users tab is visible only to the administrator/s of an organization. Please reach out to Sentieo’s customer success manager to make an administrator for your organization.

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User’s Role Management

Administrators can change the role of other users in their organization to one of the following:

  • Admin
    • Admin Users have access to User and Group management functionalities
    • There can be more than one administrator in an organization
    • One administrator can remove admin access of another administrator
  • End User
    • A Sentieo user with access to all functionalities as per the purchased product plan
    • End users are counted against the licenses purchased in an organization
    • One can not create more end users and administrators than the total licenses purchased
  • Trial
    • User with 14 day free access to the Sentieo platform
    • In order to retain access beyond expiry of trial period, please contact customer support (success@sentieo.com)
    • Trial user can be converted to an End user if there are purchased licenses available

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Control Access to Sentieo

An Admin user can change access to the Sentieo app for other users through the Status picklist:

  • Active state turns on the access to Sentieo
  • Inactive state turns off the access to Sentieo

Please note:

  • A Trial user’s status cannot be turned to ‘Active’ once it becomes ‘Inactive’
  • Only Admin and End User roles with ‘Active’ status are counted against the purchased licenses of your organization

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An Admin can send a password link to an End User and a Trial user.

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Add or Invite Users

Admins can add other users from their organization by clicking on the “+Add Users” button, provide the user details,  and then click on send invite. Login credentials are sent to the user once the ‘Send Invites’ button is pressed.

Please note:

  • Total number of End Users and Admin users cannot exceed the number of purchased licenses
  • Any number of trial users can be added which will have access for 14 days from he invite date
  • Users can only be invited from the same email domain as the Admin

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Manage Groups

Admin users can also manage groups in their organization. You can find that option in the settings menu under the Groups tab.

Create a Group

  • Click on the “+Create Group” button:

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  • Provide Group name and add users to be added to the new group
  • Click on Create

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Manage Users in a Group

  • Add user to a group by clicking on the “Add Users” icon that appears when hovering over the group name and then select the users from the popup that appears

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  • Delete users from a group by clicking on the delete icon on the right of the user within a group. Please note that this only removes the user from that group (it does not delete the actual user).

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Delete a Group

  • Click on the Delete icon that appears when hovering over the group name.

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Updated on March 19, 2021

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