In the Manage Users section of Settings, you'll find a dedicated tab specifically designed to easily manage all your users.
You will be able to:
Invite users
Update the user's information: change role or package, personal details, and access to workspaces
Deactivate a user
Delete a user
Activate a disabled user
How to invite a new user
Please review the relevant article in this collection, 'How to Invite a New User'.
How to update your users
Open your Users board.
Find and click on the specific user whose information you want to change. You can:
Update the user package and user type:
Cemantica is managing Role-Based Access Control (RBAC) at 4 levels of security:
Company Admin: This is the highest level of access. Company Admins can view and perform any action within the system. They have full control over system settings, including managing user accounts, configuring libraries, customizing lists of values, and accessing the system's administrative area to tailor the platform to organizational needs.
Admin: Admins can create, edit, and delete records they own or that have been shared with them. They also have access to the "manage settings" and administrative space, enabling them to customize system configurations, add or remove users, and set up libraries and lists.
User: Users possess the ability to create, edit, and delete records they own or that have been shared with them. They can actively participate in ongoing projects and workflows but do not have access to system-wide settings or administrative functions.
Read-only User: Read-only users can view shared data and provide comments where permitted. They do not have editing capabilities, making this role ideal for stakeholders who need visibility into the process without making changes.
Update user's details: First name, last name, job title, or contact email.
Grant or revoke access to workspaces.
Workspace Roles define each user's permissions and capabilities within individual workspaces in Cemantica. This allows for precise control over who can view, edit, or manage content in each workspace, ensuring smooth collaboration and security.
For effective management, it's recommended to appoint a dedicated Workspace Owner to serve as the Workspace Admin. The Workspace Admin will oversee and maintain the workspace's settings, configurations, and access permissions, helping to keep the environment organized and properly secured.
Confirm your selections to add the new members.
Bulk updates - managing multiple users at once
You can perform bulk update actions on multiple users simultaneously, including:
Deactivating multiple users
Assigning users to workspaces
Adding users to a specific team
How to deactivate a user
Open your Users board.
Find and click on the specific user/users where you want to deactivate.
Click on the three dots and select Deactivate.
Inactive users can no longer access Cemantica.
You have one available license to assign to a different user.
Please note, the user count on the Users board will update accordingly.
How to delete a user
You can only delete deactivated users. To delete an active user, you must first deactivate it.
Open your Users board
Find and click on the specific user/users where you want to deactivate
Click on the three dots and select Delete
How to activate a disabled user
Open your Users board
Find and click on the specific user/users where you want to activate
Click on the three dots and select Activate
