How-To: User Management

Created by Kenneth Abad, Modified on Thu, 02 May 2024 at 10:52 AM by Kenneth Abad

Table of Contents

Adding New Users
Roles
Limits
Teams

Managing your users is an important step in utilizing Umbrava. Lets add/remove users, assign roles to them, and create teams to connect and manage your employees.

Step 2: Select Users on the left side of the app to access the Users List.

Step 3: Click the '+' Button at the top of the screen and fill in the new user information.

Checking Reset Password will email the input email address

Step 4: (Optional) Select the new user to open their profile to add additional information.

You can deactivate a user at the bottom of their user profile. This makes the user inactive and no longer able to sign into their account.

Roles

Create a ruleset and title for users by creating a role and assigning the user.

Step 2: Add new role by selecting the '+' button at top of the Roles page.

Step 3: Input Role Name and Description and then hit Save.

Step 4: Select Dashboard for all users assigned to this role.

Step 5: Select User tab of Roles and click the '+' button to add users to the role.

Step 6: Select the Permission tab of the Role and select all needed Permissions.

Limits

Create upper boundaries for users to be able to approve/submit proposals

How-To: User Management

Managing your users is an important step in utilizing Umbrava. Lets add/remove users, assign roles to them, and create teams to connect and manage your employees.

Step 1: Click the Company Logo at the top right of the Nav Bar.

Step 2: Select Users on the left side of the app to access the Users List.

Step 3: Click the '+' Button at the top of the screen and fill in the new user information.

Checking Reset Password will email the input email address

Step 4: (Optional) Select the new user to open their profile to add additional information.

Roles

Create a ruleset and title for users by creating a role and assigning the user.

Step 1: Go to the 'Roles' tab in the on the left nav bar, beneath Users.

Step 2: Add new role by selecting the '+' button at top of the Roles page.

Step 3: Input Role Name and Description and then hit Save.

Step 4: Select Dashboard for all users assigned to this role.

Step 5: Select User tab of Roles and click the '+' button to add users to the role.

Step 6: Select the Permission tab of the Role and select all needed Permissions.

Step 1: Click the Limits tab in the Role page.

Step 2: Select '+ Add Limit' on the the Invoice/Proposal type you want to set a limit on.

Step 3: Select the check icon to save your newly set limit.

Teams

Group your users together into teams to help track or distribute work.

Step 1: Click the Company Logo at the top right of the Nav Bar.

Step 2: Select the Teams section on the left side of the app to access the Teams list

Step 3: Select the '+' button to add a Team.

Step 4: Enter the Team Name and any additional information and hit 'Save'.

Step 5: Select a team to open the details and click '+' button to add Members.

How-To: User Management

Managing your users is an important step in utilizing Umbrava. Lets add/remove users, assign roles to them, and create teams to connect and manage your employees.

Adding New Users:

Step 1: Click the Company Logo at the top right of the Nav Bar.

Step 2: Select Users on the left side of the app to access the Users List.

Step 3: Click the '+' Button at the top of the screen and fill in the new user information.

Checking Reset Password will email the input email address

Step 4: (Optional) Select the new user to open their profile to add additional information.

Roles

Create a ruleset and title for users by creating a role and assigning the user.

Step 1: Go to the 'Roles' tab in the on the left nav bar, beneath Users.

Step 2: Add new role by selecting the '+' button at top of the Roles page.

Step 3: Input Role Name and Description and then hit Save.

Step 4: Select Dashboard for all users assigned to this role.

Step 5: Select User tab of Roles and click the '+' button to add users to the role.

Step 6: Select the Permission tab of the Role and select all needed Permissions.

Step 1: Click the Limits tab in the Role page.

Step 2: Select '+ Add Limit' on the the Invoice/Proposal type you want to set a limit on.

Step 3: Select the check icon to save your newly set limit.

Teams

Group your users together into teams to help track or distribute work.

Step 1: Click the Company Logo at the top right of the Nav Bar.

Step 2: Select the Teams section on the left side of the app to access the Teams list

Step 3: Select the '+' button to add a Team.

Step 4: Enter the Team Name and any additional information and hit 'Save'.

Step 5: Select a team to open the details and click '+' button to add Members.