Managing User Access and Roles

Where you will find this: Menu (top left corner) > Admin > Users

Inviting a New User

1. Locate the Action Button From the Users dashboard, look for the (+) button located in the top right corner of the header, next to the search icon.
2. Initiate the Invitation Click the (+) button to open the invitation screen.
3. Send the Invite Share the link to your Hive or enter the email address for the new team member, then confirm the action. The user will receive an email notification to join your Hive.

Editing User Roles and Groups

You can update a user's permissions or location by accessing the settings pop-up for their account.

1. Search for the User Use the search bar or filter tabs (Admin, Manager, Member, etc.) to find the specific user you wish to update.
2. Open the Edit Pop-up To change a Role: Click on the specific badge in the Role column (e.g., MEMBER, MANAGER). To change a Group: Click on the specific badge in the Group column.
3. Make Your Selection A pop-up window will appear displaying the available options. Select the new Role or Group from the list provided in the window.
4. Confirm Changes Click the confirmation button (labeled Save) within the pop-up to apply the new settings.

Tips & Notes:

Role Definitions: Ensure you understand the difference between Admins (full control), Managers (being able to create collections and surveys with access to folders), and Members (standard access) before changing a role.

No "Edit" Button? Remember, there is no single "Edit" button for the whole row; you must click specifically on the Role or Group badge you wish to change.

Related Articles

• Managing Access and Login Settings (Admin Only)
• Configuring New User Onboarding (Admin Only)
• Managing Content Contribution and Moderation (Admin Only)
• How to Customize the Home Page (Admin only)
• How to Create and Manage User Groups (Admin only)