Users and roles should be reviewed regularly to ensure:
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Users only have their required level of access
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User information is up to date
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Inactive users are disabled
The steps below require the following access level:
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Account Administrator - can add and manage all user accounts
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User Manager - can add and manage Reviewer and Collaborator accounts only
Reviewing Users
To review users, go to Account Settings | Users.
Ensure users have the appropriate level of access:
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Account Admin - has Full access (roadmaps, billing, user & team permissions)
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User Manager - can manage users & teams
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Collaborator - can create, edit, and view roadmaps, based on the roadmap permissions
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Reviewer - can view roadmaps that have been shared with them
Updating Users
To update a user’s level of access, update the selection in the Role column.
To deactivate a user, toggle the Active column.
Learn More: Add & Manage Users