Introduction
This help document provides a step-by-step guide to managing users within Petavue. It includes detailed instructions on accessing the User Management page, inviting new users, and assigning appropriate roles to ensure efficient collaboration and platform usage.
Prerequisites
Admin Access to Petavue
Understanding of the roles and permissions required for your organization’s users.
Feature Description
The User Management feature allows admins to invite new users to Petavue and assign roles such as admin or user. Currently, there are only two user roles in Petavue:
Admin - The admin user has access to every module in Petavue. They will be able to perform actions such as
User - The user role has access to only Explore, and Dashboard.
This functionality ensures that the right individuals have access to the platform with the appropriate permissions, forming the foundation for effective teamwork and data exploration within Petavue.
Step-by-step Instruction
To access the User Management page in Petavue, navigate to it through the Settings menu.
You will see a list of all users along with their details.
As an admin, you can invite users from this page. To do so, click the Add User button, which will open a pop-up.
Enter the user's email and assign a role. You can add multiple users at once. Once you've added all the users, click the Invite button to send the invitations.
The invited user will receive an email with a link. They can click the Join Petavue button to complete the process.
The user will be redirected to the sign-up page, where they should provide their name, create a password, and reconfirm the password.
Once they fill in their details and complete the sign-up process, they are all set to begin using Petavue!
In the case that the user who has been invited to Petavue does not sign up within 24 hours from when the invite was sent, the invitation will expire. In such cases, the admin can resend the invite by clicking on the Actions button and clicking on "Resend Invite".
The admin can also edit user roles or remove a user from Petavue by clicking the Actions button.
Conclusion
The User Management feature allows admins to invite users and assign roles, ensuring appropriate access to Petavue. This helps maintain a secure and organized environment for data exploration.