User administration and roles

Platform users can have the following role types and permissions:

Role	Get sharing permissions	Give sharing permissions	Create corpora and projects	User account management	Technology version management
Basic	YES	NO	NO	NO	NO
User	YES	YES	YES	NO	NO
Admin	YES	YES	YES	YES	NO
Owner	YES	YES	YES	YES	YES

Note

The sharing permissions are set in the Settings window, Sharing tab for:

• Corpora
• Categorization projects
• Extraction Projects

Administration page

Users with Owner or Admin roles can manage users' accounts using the administration page.

To access the administration page, select the user icon in the upper right corner, then select Administration.

Add a new user

To add a new user:

1. Select New user.

2. In the NEW USER panel:

   1. Enter a mandatory name in Name.
   2. Enter a mandatory surname in Surname.
   3. Select the mandatory user's role in Role.
   4. Enter the mandatory user's email address in Email address. The e-mail address is used as the username to log into the application.
   5. Optionally set the access expiration by switching the Access expiration toggle switch.

3. Select Create.

   

The new user will receive an email containing the temporary password. The user will be prompted to change it during the first login.

Search for a user

Enter the search criteria in the search bar, then press Enter.

To reset the search criteria, select the X button.

Edit and delete a user

Select a user in the left panel, then, under the EDIT USER panel:

• To deactivate and re-activate the account, use the toggle switch beside the user's icon, then select Save.
• To change the users's role, select the new role from the Role drop-down menu and select Save.
• To turn the account expiration on and off, use the Access expiration toggle switch, then select Save.
• To reset the password, select Reset password. The user will have to enter a new password during the next login.

• To delete the user's account, select Delete. In the confirmation dialog enter the user's email address.

  Warning

  When you delete a user's account, all the corpora and projects created by the user will be removed, including those shared with other users.