Features Prices Future Knowledge base Support Sign in

User management

Users

In order to manage instance users, login with your instance administrator account as only instance administrators have access to this section

Click on the Userslink in the top menu and you will be redirected to your instance users list.

You can create new users by clicking the New userbutton on the left panel. Note that you can't create more users than are allowed by your subscription

To edit a user, click on its user name in the users list and then to the Editbutton on the left panel.

To delete a user, click on its user name in the users list and then to the Deletebutton on the left panel. Note that you can't delete your own user account

Roles

A user role is a set of actions that a user is allowed to perform in your appliction instance. The following roles are supported:

1) Instance administrator. A user allowed to manage your instance subscription and users. You are not limited to the number of instance administrators you have, but usually one or two accounts are enough

2) Project manager. A user allowed to create, edit or delete projectsand use instance-level business intelligence functions. This role also allows create, edit or delete any project-related objects, e.g. tasks, stages and classifiers

3) User. A regular user who is allowed to create, edit or delete any project-related objects only within a project he is assigned to

Terms of Service Privacy Policy