In this article, we will help you understand how to invite more users to your Ontop Account and create teams.
To begin with, it is important that you know the types of users we have available for you. We currently have two types of users: Admins and Managers.
Both admins and managers have access to the same sections and can perform identical actions within the system. The distinction lies in the scope of their permissions, specifically regarding the workers and contracts they are authorized to interact with.
Admins | Managers |
The Admin users have the ability to view and modify information for all workers and contracts across the organization | These users are limited to the specific teams or groups they have been assigned to. |
Inviting new users
Through the "Users & Permissions" section, admin users have the ability to invite new users to join the platform. An invitation email is sent to the intended user, prompting them to create an account. This email contains instructions and a link for the user to follow in order to complete the account setup process.
✔️ Step 1: Click on 'Users & permissions'
✔️ Step 2: Click on 'Add role to user'
✔️ Step 3: Type their full name and email, and select whether this user will be an Admin or Manager user
From the User & Permissions section you can review all the invitations you have sent and who has already joined your account.
From the notifications section, you can enable or disable official Ontop communications for that user.
⚠️ It is important to note that manager users will only have visibility of information and relevant data once they are assigned to a team. Until they are assigned to a team, managers will not have access to the associated information and contracts within the platform. This ensures that managers are granted access to the specific team they are responsible for.
Congratulations, you have made it! 🚀
If you have further questions, feel free to contact our support team via chat 😊