Users
Create and manage users in your Tenant
Note that the actions you can perform in this area depend on your user permissions.
Overview
Users are associated with at least one role in order to control access to specific Onum features and to secure your Tenant.
To access the user and role settings, click your user icon in the bottom left of the application and select Invite users & team members.
Here you can add or manage users from your organization.
Add a new user
Click Add user and provide the email address for the new user.
Roles
You must assign a role to a user to determine access and privileges within Onum. Choose between:
Viewer
This is a read-only role. It grants permission to view all aspects of Onum, but not modify.
Owner
This is the owner of the Tenant and has all privileges (read, update, delete & create). This role is automatically assigned to the user that creates the Tenant. Only this role can delete a Tenant.
Admin
This role is granted full access (read, update, delete & create), except for the ability to delete a Tenant or users with the Owner role.
Manage existing users
From the list of existing roles, there are various actions you can complete (permissions permitting):
Change role
In the Role column, click the current role to expand a drop-down menu and select the new role to assign it.
You can also change the role by ticking the box next to the user and selecting Change role that appears at the bottom of the screen.
Copy email
Select the ellipses next to the desired user or tick the box next to the name. Click Copy email and it will be copied to your clipboard.
Delete user
Select the ellipses next to the desired user, or tick the box next to the name. Click Delete user and then select Remove to confirm.
Bulk actions
You can tick various users in the list to carry out a bulk copy of their emails.
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