Users and groups

1. User overview

Under the Users tab you can:

• View a list of all users in the system

• See which organization they belong to

• See their role (regular user or admin)

• See when they last logged in

• Add new users

• Manage groups and group membership

New users can also be added during contract registration (see the section on registration).

2. Groups – effective permission control

We recommend that you start by creating the groups you need. That makes permission management easier and more scalable. You choose how you want to set this up.

• You can assign permissions to a group instead of to individual people

• It's easier to add or remove people from a group than to update permissions manually

• A person can belong to several groups.

Create new group

Here's how to create a new group:

1. Click "New group"

2. Enter a group name (e.g. “HR”)

3. You can:

- Add users directly

- Or create the group first and add users later

4. Click "Create"

5. If no users are selected, you'll get a warning that the group has no users.

6. Click "Save" to create the group

To add people to a group later:

• Click the group name

• Choose one or more users from the list

• Save your changes

3. Add new user

To create a new user:

1. Click "Add user"

2. Fill in:

• Name

• Email address

• Mobile number (Optional but recommended)

3. Choose:

• Which organization the user belongs to (if there are several accounts)

• Which groups the person will belong to

• If the user should be Admin or Regular user

Roles:

Mobile number is important if you use two-factor authentication. The system uses sms for password recovery.