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User Management

There are four types of users: Admin, Builder, Organizational User, and User. Their permissions are outlined below.

Organizational Users and Users have no access to workflows unless you explicitly give them access.

Admin
  • Invite and manage users
  • Modify system settings
  • Build and share workflows
  • Take workflows
  • Access Data Manager
Builder
  • Build and share workflows
  • Take workflows
  • Access Data Manager
Organizational User
  • Take workflows
  • Access the same workflow more than once (whether logged in or not)
  • Access Data Manager with their own data, if they choose to log in
User
  • Take workflows
  • Have only one set of data that will persist from workflow to workflow
  • Access the end-user portal
Managing Users

From the Users page, Admins can invite new users and edit existing users' names, email addresses, and roles.

Invite New Users:

Edit Existing Users:

Activate or deactivate users: