# Users
# Overview
Users Dashboard empowers workspace administrators to manage users efficiently. With this dashboard, administrators can perform a variety of user-related tasks such as searching, viewing, inviting, editing, and deleting users within the workspace. The dashboard shows a list view, presenting all users associated with the workspace. Each user is assigned a specific role and status, indicating their permission level for accessing the workspace, as well as their current activity status.
Loading the image...
# Invite User
The Invite User button allows administrators to seamlessly add new users to the workspace. To invite a user, follow the steps below:
- Access the Users Dashboard and open the "Invite User" section.
- Enter the email address of the user you wish to invite.
- Assign a role to the user. The role defines the level of permissions and access they will have within the Novti workspace.
Note
Please note that an email invitation will be sent to the invited user, prompting them to join the workspace using the provided email address. Once they accept the invitation, they will be granted the specified role and can start collaborating within the workspace.
# Roles
Click to view permission per role
| Permission | Admin | Integrator | User | Finance | Analyst | Creator |
|---|---|---|---|---|---|---|
| Read Pages | ✅ | ✅ | ✅ | ⬜️ | ✅ | ✅ |
| Create Pages | ✅ | ✅ | ✅ | ⬜️ | ⬜️ | ✅ |
| Update Pages | ✅ | ✅ | ✅ | ⬜️ | ⬜️ | ✅ |
| Delete Pages | ✅ | ✅ | ✅ | ⬜️ | ⬜️ | ✅ |
| Read Dashboard | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
| Read Users | ✅ | ✅ | ✅ | ⬜️ | ✅ | ✅ |
| Delete Users | ✅ | ✅ | ⬜️ | ⬜️ | ⬜️ | ⬜️ |
| Update Users | ✅ | ✅ | ⬜️ | ⬜️ | ⬜️ | ⬜️ |
| Create Users | ✅ | ✅ | ⬜️ | ⬜️ | ⬜️ | ⬜️ |
| Create User Invitations | ✅ | ✅ | ✅ | ⬜️ | ⬜️ | ⬜️ |
| Read Form Configurations | ✅ | ✅ | ✅ | ⬜️ | ✅ | ✅ |
| Create Form Configurations | ✅ | ✅ | ✅ | ⬜️ | ⬜️ | ✅ |
| Delete Form Configurations | ✅ | ✅ | ✅ | ⬜️ | ⬜️ | ✅ |
| Update Form Configurations | ✅ | ✅ | ✅ | ⬜️ | ⬜️ | ✅ |
| Read Form Fields | ✅ | ✅ | ✅ | ⬜️ | ✅ | ✅ |
| Create Form Fields | ✅ | ✅ | ✅ | ⬜️ | ⬜️ | ✅ |
| Update Form Fields | ✅ | ✅ | ✅ | ⬜️ | ⬜️ | ✅ |
| Delete Form Fields | ✅ | ✅ | ✅ | ⬜️ | ⬜️ | ✅ |
| Read Regular Expressions | ✅ | ✅ | ✅ | ⬜️ | ✅ | ✅ |
| Create Regular Expressions | ✅ | ✅ | ✅ | ⬜️ | ⬜️ | ✅ |
| Delete Regular Expressions | ✅ | ✅ | ✅ | ⬜️ | ⬜️ | ✅ |
| Update Regular Expressions | ✅ | ✅ | ✅ | ⬜️ | ⬜️ | ✅ |
| Read Domain Mappings | ✅ | ✅ | ✅ | ⬜️ | ✅ | ✅ |
| Update Domain Mappings | ✅ | ✅ | ⬜️ | ⬜️ | ⬜️ | ⬜️ |
| Read Connectors | ✅ | ✅ | ✅ | ⬜️ | ✅ | ✅ |
| Update Connectors | ✅ | ✅ | ⬜️ | ⬜️ | ⬜️ | ⬜️ |
| Read Organization | ✅ | ✅ | ✅ | ⬜️ | ✅ | ✅ |
| Update Organization | ✅ | ✅ | ⬜️ | ⬜️ | ⬜️ | ⬜️ |
| Read Preference Centers | ✅ | ✅ | ✅ | ⬜️ | ✅ | ✅ |
| Update Preference Centers | ✅ | ✅ | ✅ | ⬜️ | ⬜️ | ✅ |
| Delete Preference Centers | ✅ | ✅ | ✅ | ⬜️ | ⬜️ | ✅ |
| Create Preference Centers | ✅ | ✅ | ✅ | ⬜️ | ⬜️ | ✅ |
| Read Knowledge Base | ✅ | ✅ | ✅ | ⬜️ | ✅ | ✅ |
| Read FAQ | ✅ | ✅ | ✅ | ⬜️ | ✅ | ✅ |
| Read What's New | ✅ | ✅ | ✅ | ⬜️ | ✅ | ✅ |
| Read Logs | ✅ | ✅ | ✅ | ⬜️ | ✅ | ✅ |
| Create Support Tickets | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
| Update Account Settings | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
| Read Forms | ✅ | ✅ | ✅ | ⬜️ | ✅ | ✅ |
| Create Forms | ✅ | ✅ | ✅ | ⬜️ | ⬜️ | ✅ |
| Update Forms | ✅ | ✅ | ✅ | ⬜️ | ⬜️ | ✅ |
| Delete Forms | ✅ | ✅ | ✅ | ⬜️ | ⬜️ | ✅ |
| Delete Client Admin API Credentials | ✅ | ⬜️ | ⬜️ | ⬜️ | ⬜️ | ⬜️ |
| Create Client Admin API Credentials | ✅ | ⬜️ | ⬜️ | ⬜️ | ⬜️ | ⬜️ |
| Read Developers Console | ✅ | ✅ | ✅ | ⬜️ | ✅ | ⬜️ |
| Read Webhooks | ✅ | ✅ | ✅ | ⬜️ | ✅ | ⬜️ |
| Create Webhooks | ✅ | ✅ | ✅ | ⬜️ | ⬜️ | ⬜️ |
| Read Usage | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
| Read Billing | ✅ | ⬜️ | ⬜️ | ✅ | ⬜️ | ⬜️ |
| Read Errors | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
| Read Transactions | ✅ | ✅ | ✅ | ⬜️ | ✅ | ✅ |
| Delete Transactions | ✅ | ✅ | ✅ | ⬜️ | ⬜️ | ⬜️ |
| Export transactions | ✅ | ✅ | ✅ | ⬜️ | ⬜️ | ⬜️ |
| Read Integrations | ✅ | ✅ | ✅ | ⬜️ | ✅ | ✅ |
| Update Integrations | ✅ | ✅ | ⬜️ | ⬜️ | ⬜️ | ⬜️ |
| Delete Integrations | ✅ | ✅ | ⬜️ | ⬜️ | ⬜️ | ⬜️ |
| Create Integrations | ✅ | ✅ | ⬜️ | ⬜️ | ⬜️ | ⬜️ |
| Read Support Tickets | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
| Read Counters | ✅ | ✅ | ✅ | ⬜️ | ✅ | ✅ |
| Create Counters | ✅ | ✅ | ✅ | ⬜️ | ⬜️ | ✅ |
| Update Counters | ✅ | ✅ | ✅ | ⬜️ | ⬜️ | ✅ |
| Delete Counters | ✅ | ✅ | ✅ | ⬜️ | ⬜️ | ✅ |
| Read Privacy | ✅ | ✅ | ✅ | ⬜️ | ⬜️ | ⬜️ |
| Update Privacy | ✅ | ⬜️ | ⬜️ | ⬜️ | ⬜️ | ⬜️ |
| Delete Privacy | ✅ | ⬜️ | ⬜️ | ⬜️ | ⬜️ | ⬜️ |
| Read Security | ✅ | ✅ | ✅ | ⬜️ | ⬜️ | ⬜️ |
| Create Security | ✅ | ✅ | ✅ | ⬜️ | ⬜️ | ⬜️ |
| Update Security | ✅ | ✅ | ✅ | ⬜️ | ⬜️ | ⬜️ |
| Delete Security | ✅ | ✅ | ✅ | ⬜️ | ⬜️ | ⬜️ |
# Edit User
Loading the image...
The "Edit User" feature allows administrators to modify the details and settings of existing users. To edit a user's information, follow the steps below:
- Access the Users Dashboard and locate the user you want to edit in the list view.
- Click on the user's name to access the user details page.
- Update the user's name, role, or other relevant information as needed.
- Save the changes to apply the updates.
# Delete User
As a workspace administrator, you have the ability to remove users from the workspace using the "Delete User" functionality. Please exercise caution while performing this action, as it permanently removes the user and their associated data from the workspace. To delete a user, follow these steps:
- Access the Users Dashboard and locate the user you want to delete in the list view.
- Select the user's entry to access the user details page.
- Look for the "Delete User" option and confirm the action when prompted.
- Once confirmed, the user will be removed from the workspace, and their access will be revoked immediately.
Note
For users in the list who have not yet accepted the workspace invitation, you can revoke the invitation to remove the user from the list.