What is the purpose of User Management?
In User Management you can add and remove users' access to Elevate as well as decide what kind of access they should have. At least one person in each company needs to have full administrative access to the Admin application area. Key use cases are:
- Inviting new users to Elevate
- Managing permissions for Elevate users
How do I add a new user?
Without SSO
Click on the + icon to start creating a new Elevate user. You'll need to enter the person's name and email address, desired cluster environments and markets, and decide which permission levels the user should have.
With SSO
When SSO is enabled for your organization, there will instead be three tabs showing different kinds of users.
- Organization users: Users belonging to your organization with SSO, and with permissions to use the application
- Organization users without permissions: Users belonging to your organization with SSO, but without any permissions yet assigned. This means they have signed in, but their access has not yet been determined.
- Other users: Users who don't belong to your organization with SSO. These users can be created the same way as described in the section Without SSO
The suggested approach for adding new users is to make them sign in once with SSO, and then find them in the second tab and edit their permissions.
How do I use the filters on the top?
If you’re working in a large organisation the filters makes it easier to find users. You can filter by Clusters Access, and Market Access, or search for the user's name/email in the search field.
How do I edit user permissions?
Click on the pen icon for the user you want to edit (it's at the end of the row).
What are the different sections in the user access dialogue?
Clusters: What clusters the person has access to. These usually are the "development", "staging" and "production" clusters where "production" is the one affecting your customer-facing site.
Markets: Which markets a user can view and edit.
Permissions: Groups of permissions grouped by application area. Permissions are divided into None, Read & Write. Using None means the user cannot access the feature at all. Read means the user can view everything, but not change anything. Write means the user can both view and change things. Not every permission has a write or read option, for instance reports only have a read-option. All permissions in an area can be toggled as a group between None / Read / Write via the buttons on each area.
What happens when I add a new user?
Elevate will send an invitation email to the new user. The user needs to verify their account by clicking the link in the email. This link leads to a page where a password can be selected. After selecting a password, the user will be logged into Elevate.
The user did not get the email, what should we do now?
First ask the invitee to check their spam folder, it’s possible the email ended up there. If the email is not found, contact support@voyado.com to help the invitee to get access.
How do I grant locale access to a user?
A user is automatically granted access to all locales connected to a market.
Why is my market not showing up when editing a user?
If two markets have been given different names for the same notification ID in different clusters, only one of those names will appear in the list. Naming consistency is recommended for improved usability. The best solution is to ensure that a particular market notification has the same name in all clusters. In cases where this isn't possible, you can look at the ID next to the name for hints.