How to Invite Users to Raven
Raven allows you to invite other users so that you can share access to your Ravens.
Invite a User
- From the Web App, select Users from the Admin dropdown.
- Click the ‘INVITE USER’ button in the top right corner.
- Enter the user's email, set their role permissions level, and select any Tags you want them to be able to view.
- Click ‘INVITE’ to send the invitation.
The user will receive an email inviting them to the Raven platform, where they can create their login.
Note: A user can only be invited to one Tag initially. Once the user accepts the invitation, they can be added to additional Tags as needed, just like any other user.
Add or Remove a User From a Raven
- From the Web App, select Users from the Admin dropdown.
- Select the pencil icon
next to the user's name.
- In the pop-up, go to the ‘Assigned Tags’ column.
- Select or deselect ‘X’ to the left of the Tag you want to add or remove the user from.
- A confirmation pop-up will appear. Select OK to proceed.
Or
- From the Web App, select Tags from the Admin dropdown.
- Select the pencil icon
next to the Tag.
- In the pop-up, go to the ‘Users’ column.
- Select or deselect the tick-box next to the user you're adding or removing.
- A confirmation pop-up will appear. Select OK to proceed.
To Remove a User From an Account
- From the Web App, select Users from the Admin dropdown.
- Select the pencil icon
next to the user's name.
- Deselect all tick-boxes from either the 'Assigned Tags' or 'Available Tags' column.
- A warning on the final Tag will notify you that this is the user’s final Tag; performing this action will remove them from your account. Select OK to proceed.
- Once all Tags are removed, the user will lose access to any Ravens in your account.
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