Manage users

Invite new users and review your current users from within the user directory. Users belong to groups which determine which models they can see, and have roles with attached permissions which define the level of access they have to features.

Prerequisites

• You are logged in to ValidMind.
• You are a Customer Admin or assigned another role with sufficient permissions to perform the tasks in this guide.¹

¹ Manage permissions

User invitations

Invite new users

1. In the left sidebar, click Settings.

2. Under User Permissions, click Invite New Users.

3. In Invite by Email:

   • Enter the user’s email address.

   • Assign the user to a group from the group dropdown menu.

   • Click + under role to open the Assign Roles menu for that user:

     1. Click + next to the role for each role to be assigned.
        
     2. Click Assign Roles to Invitee.

4. Click Send Invite.

Users will receive an email invitation that they must accept to join your organization.

Monitor user invitations

1. In the left sidebar, click Settings.

2. Under User Permissions, click Invite New Users.

Monitor the status of invitations in the Pending Invites section.

• Confirm that the new user is successfully added and that their group and roles are correctly configured to meet your access control requirements.
• Review the history of previously accepted invitations in the Invite History section.

User roles

Assign new roles to a user

1. In the left sidebar, click Settings.

2. Under User Permissions, select User Directory.

3. Next to any individual user, click the icon to open the Assign Roles menu for that user.

4. Click + next to the role for each role to be assigned.

5. Click Assign Roles to User to save changes.

Remove roles from a user

1. In the left sidebar, click Settings.

2. Under User Permissions, select User Directory.

3. Click the next to the role for the user that you want to remove.

   After you confirm, that role will be removed from the user.