User Management

User Management allows senior level users to share access to the Justransform Platform.

• Users are defined by their email address that can be given direct access to certain features of your Justransform Platform.

• Permissions gives rights to the user to access or perform certain actions within the Justransform Platform. There are several predefined standard roles or you can define custom roles.

• Data Visibility gives a user access to different data visibility depths as well as defining their access type.

Clicking Settings > User Management tab allows you to:

• Create new users, assign roles to account users and suspend their access within the User Management tab

• Create roles, set permissions and data visibility within the Role Management tab

• Create and manage groups within the Group Management tab

Create a new user

To create a new user, click the User Management tab within the User Management top menu.

1. Click the "+ Add User" button.

2. Enter the user information for the new user.

3. Select a role for the user.

4. Click Save

Reset a user password

To reset a user, click the User Management tab within the User Management top menu.

1. Toggle the "✔" next to the user(s) you would like to reset the password for.

2. Click the "Reset Passwords" button

3. The user(s) will receive an email reset to their email address on file.

Create a Role

To create a new role, click the Role Management tab within the User Management top menu.

1. Click the "+" icon and create a new name for the role

Set Permissions for a Role

To set permissions for roles, click the Role Management tab within the User Management top menu.

1. Click "Permissions" within the Role Management sub-menu.

2. Using the dropdown select the relevant permission you would like to provide access to within the Justransform Platform.

3. Find the Role you would like to add permissions to, and "✔" the required permissions.

4. Click Save after adding the permission.

Set Data Visibility for a Role

To set data visibility for roles, click the Role Management tab within the User Management top menu.

1. Click "Data Visibility" within the Role Management sub-menu.

2. Using the dropdown select the relevant data visibility permission you would like to provide access to within the Justransform Platform.

3. Find the Role you would like to set the data visibility level to, and use the drop-down to set the level.

4. Click Save after adding the data visibility level.