Invite a user
1
Open admin user management
Navigate to your avatar and open the Admin user management.
2
Invite an admin
Click + Invite in the top right to invite someone. Enter the name, email address, and the role for the person. Optionally, you can adjust the role by removing or adding the checkboxes for the permissions.
Create and assign roles
Roles are reusable permission sets that can be assigned to any admin. This way you do not have to set up individual rights for each user.Role examples
Permissions at a glance
Each admin user gets a permission level per area:Permission areas
Permissions can be applied to the following areas:Bold areas can additionally be restricted to specific elements (for example only certain resources or communities).
Adjust a user’s permissions
You can adjust an individual user’s permissions without changing the assigned role globally.Check the result
After setup, you can recognize success by the following points:- The invited user appears in user management with the assigned role.
- When logging in, the user only sees the areas and resources they have been given permissions for.
- New roles appear in the Roles tab and can be selected when inviting.
FAQ
Can I give a user rights without changing the role?
Can I give a user rights without changing the role?
Yes. Via the three dots in the user’s row, you can set individual permissions that apply independently of the global role.
What happens if I change a role afterwards?
What happens if I change a role afterwards?
The change affects all users assigned this role. Individual permission adjustments (via the three dots) remain unaffected.
How many super admins should an account have?
How many super admins should an account have?
We recommend a maximum of 1-2 super admins per account. All account-wide settings (user management, integrations, webhooks, exports/imports) should be managed exclusively by this role.
Can I restrict roles at the community level?
Can I restrict roles at the community level?
No. Restricted permissions can only be granted at the resource, group, or category level. An assignment at the community level is currently not possible.
Troubleshooting
My invited user sees resources they should not see
My invited user sees resources they should not see
In user management, check via the three dots whether the restricted permissions are correctly set to the resources you want. Without an active restriction, a user with the View right at the resource level has access to all resources.
A user's permissions reset after saving
A user's permissions reset after saving
With an active SSO or SCIM connection, automatic user provisioning can overwrite individual permissions. Check the attribute mapping configuration and make sure role information is passed correctly.
When restricting to a group, the selection disappears
When restricting to a group, the selection disappears
Make sure resource groups are created in your account. The group/category selection is only shown if corresponding groups exist.