1. Description

To ensure platform security and data integrity, it is possible to limit platform access based on user roles. Every Alteia user is assigned to one of these roles: Manager, User, Contributor, or Operator. Let's review them in detail.

2. Managing users

To add or remove users you must be logged in as a "Manager".

2.1 Add users

Step 1 - From the homepage, select the "Users" icon from the bottom left-hand side (framed in yellow below). A table will appear with every existing platform user.

Step 2 - Select, "INVITE USERS". This allows you to invite new users to the platform or existing users to work in additional companies.

Step 3 - Enter the email address of the individuals you want to invite. 

Note: To add multiple emails, enter them in sequence with a semicolon (;) between each email. 

Step 4 - Once you have entered all email addresses, hit "Enter" on your keyboard or select "ADD".

Step 5 - Select "NEXT".

Step 6 - In the tab named "Companies & Roles",  select "ADD COMPANY" to select the company or companies you wish to give your users access to. You must select at least one company.

A new section, "Roles" appears.

Step 7 - Here you select the user role that you wish to provide, and for "user", "operator" and "contributor", you further define their site access.

Step 8 - Once complete, select "SEND INVITES". An invitation is sent by email to your new users for registration, and to your existing users to notify them of their new access.

2.2 Remove users

Step 1 - From the homepage, select the "Users" icon from the bottom left-hand side (framed in yellow below). 

Step 2 - On the table of users that appears, search for and select the user you wish to delete. A detailed user page appears with options to "Block user" (for administrators only), "Edit" user information, or select the 3 dots menu.

Step 3 - Click on the 3 dots menu (framed in red) to reveal the delete button. Select "Delete" and confirm the operation.

2.3 Modify Properties, Accesses & Roles of an existing user

Step 1 - Select the "Administration" tab (yellow box below)

Step 2 - Click on the user you want to change properties, access(es), or role(s). 

Note: Search for a specific user by typing in the search bar at the top of the right side of your screen.

2.3.1 Change Properties & Preferences

Step 1 - In order to modify the properties of a user, click on "EDIT".

You access a first tab named "Properties & Preferences" allowing you to modify the basic information of the user (name, first name, e-mail address) and to set the display language of the platform (English, French and Japanese) as well as the display format of the date (MM/DD/YYYY or DD/MM/YYYY).

Note: On this same tab, you will find the platform's terms of use.

Step 2 - Apply the changes you wish to make.

Step 3 - Once you have made your edits, don't forget to click on "SAVE CHANGES".

2.3.2 Modify Company's accesses & Roles

Step 1 - Select the user you wish to change the role and click on the "EDIT" button

Step 2 - Select the second tab named "Companies & Roles".

Note: In order to change the role assigned to the user (here framed in purple), you must delete the existing role by clicking on the icon representing a trash can (framed in yellow above).

• To re-assign a user role or create a new one:
  • Click on the "ADD COMPANY" button (1).
  • Search and select the desired company and assign a new role to the user via the framed purple drop-down menu (2).

Note: By defining the roles of "User", "Contributor" and "Operator" you will be able to choose the Sites to which the user has access.

The "Manager" role gives access to all sites of the company.

• By clicking on the "ADD ROLE" button (framed below in red), you allow the user to have access to the different modules that are available to him according to the subscribed offer.

Note: Changes will be saved automatically on this tab.

For more information, see Company Information Edition.‍

2.3.3 Export user list

Users with Manager access can export a pre-filtered list of users in CSV format.

The fields generated in the CSV file are First Name, Last Name, Email, User Creation Date, Status (connected, notified…), Term of Use version, Language, Location, Company, and Role.

If there are several roles associated with one user, one row per role is generated.

Unique Step - Click on the "EXPORT USERS" button framed in red below.

Note: The Manager can only export users associated with the companies he or she has access.

2.3.4 Manage Site access for specific users

To determine site access on a specific site (or project), you must be logged in as a Manager. 

Step 1 - To begin, select the site you wish to operate in.

Step 2 - click on the 3 dots menu in the top bar and select "Show site info" (1).

Step 3 - On the Site Info Panel‍, click on the three dots on the top right and click on “Manage site access” (2).

Note: When users of the platform appear with a pre-checked box in blue, they have access to the site. On the other hand, when users do not have a box checked by default, they do not have access. 

Step 4 - Check or uncheck users to modify their access to this site.

Step 5 - Save your changes.