Access Management Overview

Learn how to invite, manage, and remove users, and understand the permissions associated with each role to ensure efficient and secure operations.

Navigating to Access Management

Access the Access Management tab by:

1. Select the desired project or dashboard on Portal.
2. Navigate to Settings located on the tab.
3. Click on the Access Management tab.

Features and Options

Inviting Users

Project owners or project admins can invite users to collaborate on projects or dashboards by:

1. Click on the Invite collaborators tab.
2. Enter the email address of the invitee.
3. Assign a specific role (Read-Only, Read/Write, Admin).
4. Click Invite.

Inviting Groups

Organization admins or owners can directly invite organization groups to a project by:

1. Click on the Organization group button.
2. Choose a group from the dropdown.
3. Assign a specific role (Read-Only, Read/Write, Admin).
4. Click Invite.

Managing Roles

Roles can be managed dynamically to adapt to changing project requirements or security protocols:

1. Click on the Manage Roles option next to the user’s name.
2. Select the new role from the drop-down menu.
3. Confirm the change.

Removing Collaborators

To remove a collaborator:

1. Click on the three dots next to the collaborator's name.
2. Confirm the removal of the pop-up window to revoke access.

To remove multiple collaborators:

1. Click on the checkbox for each collaborator to be revoked and click on the three dots on the right top of the collaborator list card.
2. Confirm the removal of the pop-up window to revoke access.

Roles and Permissions

Each collaborator role comes with specific permissions, ensuring granular control over access and operations:

Dashboard/Project Roles

• Read-Only
• Read/Write
• Admin

Group/Member Roles in Organization (Enterprise Plan Only)

• Read-Only
• Read/Write
• Billing Admin
• Admin
• Super Admin

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