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
• Have multiple sets of data
• Access the end-user portal
• Access Data Manager for their completed workflows

User

• Take workflows
• Have only one set of data that will persist from workflow to workflow
• Access the end-user portal

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Managing Users

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

Invite New Users:

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Edit Existing Users:

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Activate or deactivate users:

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