User Permissions and Roles
Last updated June 21, 2024
Managing user permissions and roles in Revelio Labs is essential for maintaining control over what each team member can do and access. This guide will help you set up and manage user roles effectively.
Step-by-Step Guide
- Step 1: Access Account Settings
- Go to the top-right corner of the dashboard and click on your profile icon.
- Select "Account Settings" from the dropdown menu.
- Step 2: Navigate to User Management
- In the Account Settings menu, find and click on "User Management."
- This section will display a list of all current users associated with your account.
- Step 3: Add a New User
- Click on the "Add User" button.
- Enter the user's email address and select the appropriate role from the dropdown menu.
- Step 4: Define User Roles and Permissions
- Choose from predefined roles such as Admin, Editor, or Viewer.
- Customize permissions if needed by clicking on "Edit Permissions" for advanced control.
- Step 5: Save Changes
- After configuring the roles and permissions, click the "Save Changes" button.
- The new user will receive an invitation email to join your Revelio Labs account.
- Step 6: Monitor User Activity
- Regularly review the User Management section to monitor user activity and adjust roles as necessary.
- This helps ensure that your team members have the appropriate level of access and control.
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