Account and security
Users and roles
Each colleague should use their own account and the role appropriate to the tasks they must carry out.
Before you start
Managing users and roles requires an account with the necessary permissions. Each person must have personal access.
What to do
- Sign in as a Manager if required
- Open Users
- Create or invite the person through the available flow
- Assign the intended role
- Save and check the user menu
What happens next
The new user will only see the sections permitted by their assigned role. If the role changes, check the menu again at the next sign-in.
Good to know
If something does not work
Check that the user received the expected invitation and that the assigned role is the required one. If the menu does not update at the next sign-in, report the user, role and displayed message without sharing credentials.
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