Organization Users

What is the Organization Users feature:

A feature developed by Pier Cloud that allows you to view users registered in the organization, as well as create and manage the access profile.

How to use the Organization Users feature:

  1. Clicking on the user profile, in the “Settings” option, as illustrated below:

  1. The system will display the side menu with some configuration options, where the “Organization Users” option must be selected:

  1. On the main screen, the system allows you to view registered users and add new users by clicking the "Add" button:

  1. The screen for registering new users will be displayed, where you will need to enter the following information:

  • Name: Enter the name of the user you wish to register

  • Last name: Enter the surname of the user you wish to register

  • Email: Enter the business email of the user you wish to register

  • Access groups: Select the access group that the user will be allowed to use.

For each product, we will have the following access profiles:

  • Lighthouse: admin, editor, readonly

  • CCA: admin, editor, readonly

  • Autofix: admin, editor, readonly

  • Spot: admin, editor, readonly

  • SP Manager: admin, editor, readonly

  • Space: admin, editor, readonly

  • Business super admin: Platform and product administrator.

For more information about access profiles, click here!

After providing the user information, clicking the "Save" button, the data will be stored and the system will return to the main Organization Users screen.

  1. Filters:

On the main screen, the system allows you to apply some search filters:

  • User: The system allows you to search for user data.

  1. Actions:

The system also allows you to perform some actions for each registered user:

  • Edit: By clicking on the edit button "", the system will open the editing screen, allowing you to change information such as:

    • Name,

    • Last name,

    • Email,

    • Access groups

  • Delete: By clicking on the delete "", a confirmation screen will be displayed.

By checking the checkbox, the button to complete the action and return to the main screen will be enabled.

PreviousUsersNextAccess Groups

Last updated