All About Users

   Go to My Team choose the Add People to Your Team option.

How we count users and setting user permissions.

General

Users are counted by the number of users you have with access to our system. The first admin user is created automatically when you initially sign-up. After this, further users are created only by admin users and admin users can see a list of them in the My Account area.

User Types

Users come in 4 default roles, each with different default security settings:

• Admin users
• Approvers
• Power Users
• Standard

To change the type of user you need to be an admin user. There must always be at least one admin user for your system.

See our basic help on Adding Users and for more information about what each user type can do.

Security Policy

Since all active users are charged at the same rate, you can decide the role of users you want to create based on your own security needs.

• If you want everyone to have full control over the system, create only admin users
• If you want everyone to have control of improvements but keep billing and user management for just a few people, create mainly admins, power users and approvers.
• If you want only some people to control improvements, consider having a balance of admin or approver roles for those who approve and sign-off improvements and some standard users who cannot.
• If you want to have a more fine-tuned control of improvements, you may also want to change the security settings for user roles (see below).

Security Settings

Admin Only

Admin users can fine-tune user privileges.

Go to My Team and choose the roles tab.

See Roles.

Billing and Users

Admin Only

Go to My Account to view your current subscription level.

You choose your tier and your bill for that month will use the currency of your Country (My Account > Company Details).

If an admin wants to create a user that will take your organization into a higher pricing tier, the administrator first needs to subscribe to the higher pricing tier.

Amending and Adding Users

Admin Only

See our basic help on Adding Users for more information about adding users.

Remember that to add, edit or delete a user, you need to be an admin user.

TAGS: intro   account