Manage users

User administration page

A user with the Owner or Admin role 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.

User roles

Platform users can have the following roles and corresponding permissions:

Role → Permissions ↓	Basic	User	Advanced	Admin	Owner
Get sharing permissions	YES	YES	YES	YES	YES
Give sharing permissions	NO	YES	YES	YES	YES
Corpora and projects management	NO	YES	YES	YES	YES
Workflows management	NO	NO	YES	YES	YES
User account management	NO	NO	NO	YES	YES
Installation customization	NO	NO	NO	NO	YES

Note

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

• Corpora
• Categorization projects
• Extraction Projects
• Thesaurus projects
• Knowledge Graph customization projects

Add a new user

To add a new user:

1. Select New user.

2. In the panel on the right:

   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 on the Access expiration toggle button.

3. Select Create.

   

The new user receives an email notification containing the temporary password. The user will be prompted to change the password 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 .

Edit and delete a user

Select a user in the left panel, then:

• To deactivate and re-activate the account, use the toggle switch beside the user's icon, then select Save.
• To change the user'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.