Innoslate Admins have the capability to efficiently oversee user management within their organization, ensuring that users receive dedicated access to their Innoslate organization sandbox.
Managing Users
The Users Table displays the authorized users for the Organization, showcasing columns of users by Name, Username, Created Date and Role.
From this table, users may:
- Add/Remove a User
- Search for a User
- Assign their Organization Role
- Sort the columns by Name, Username, Created Date and Role (Organizational)
It is important to note that functionality from this table is ideal for smaller user management tasks. If onboarding multiple users and managing multiple license types in one session, then we suggest the License Dashboard.
Add/Remove a User
Add a User
1. Hover your cursor over the top right header of the User Table and select the 'Add User' icon
. The 'Add a User(s)' window will appear.
2. In the first field 'Users', enter desired user(s) by their username or email address. Note, after entering the username/email, hit enter. This will allow it to be captured by the form. Then continue typing to enter another user, if desired.
3. Select the 'License Type'.
4. Select their Organizational Role.
5. Select “Add”, so the user(s) will be added to the User table on the Admin Dashboard.
Organization Roles
Organization roles define a user's highest-level privileges across the entire organization. Only the Admin Member role grants access to the Admin Dashboard for managing users, teams, roles, schema, and licenses.
| Organization Role | Access Admin Dashboard? | Create Projects? | Typical Use Case | License Requirement |
| Admin Member | Yes | Yes | Organization administrators: manage users, teams, roles, schema, licenses, etc. |
Named or Floating User License |
| Member | No | Yes | Internal team members who collaborate in projects (can be assigned high project roles like Owner or Collaborator) | Named or Floating User License |
| Collaborator | No | No | External or limited contributors with write access in specific projects | Floating or Named Collaborator License |
| Reviewer | No | No | Users who need read + review/comment |
Floating or Named Reviewer License |
| Viewer | No | No | Read-only stakeholders | Floating or Named Viewer License |
Remove a User
1. Select the 'Remove User' icon in the desired User's row.
Search for a User
Organizational Admins can search for specific users within a Team on the Teams Dashboard.
1) Click on the Search icon on the Users table(
), a search field will appear.
2) Enter the username or email of the user to search for.
3a) To clear the search field and search for another user, simply click on the "X" next to the Search Field.
3b) Select "Close Search" to fully close the Search Field.
Watch the demonstration in the video provided below to see these steps in action.
To continue learning about Licenses and Users, Click Here.
(Next Article: Manage Project Roles)