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Invite new Users

The Operational Users page is where you manage all users

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🎯

Login → go to Setup → Operational Users

Users

  • Navigate to Operational Users, in the Setup section.
  • Click the Users Tab
  • In the “Users” tab you can manage access to teams and applications of Waydev users.

📘

Active users are Waydev Users that have their account configured and ready to use. Invited users are the ones that have received the email invitation, but did not access it yet.

Invite new user

  • Click the "Invite new user" button to invite a new user.
  • In the "Invite new user" modal, provide the details of the user you want to invite.
  • The "Role" determines which report this user will have access to. Learn about setting up roles here.
  • To grant access to Projects, toggle the button of the Project you want to give this person access to, or click the "Grant access to all" button for general access.
  • To grant access to the reports of certain teams, toggle the button of the Team you want to give this person access to, or click the "Grant access to all" button for general access.

📘

You can create Presets so you won't have to select each application and team manually every time you invite someone. Learn how to do that here.

  • After you grant access to the user you are inviting, click the "Invite" button.

SSO Users

  • Navigate to Operational Users, in the Setup section.
  • Click the SSO Users Tab
  • Here, you can manage the profiles of SSO Users, the Role, and the Stats Access to applications and teams.

📘

Active SSO users are Waydev Users who have logged in at least once. Expected SSO users are the ones created who have not logged in yet.

  • To grant access to Projects, toggle the button of the Project you want to give this person access to, or click the "Grant access to all" button for general access.
  • To grant access to the reports of certain teams, toggle the button of the Team you want to give this person access to, or click the "Grant access to all" button for general access.

  • After you grant access to the user you are inviting, click the "Create" button.

Main User

  • Navigate to Operational Users, in the Setup section.
  • Click the Main User Tab
  • Here, you can manage the profile of the Main User, the Role, and the stats access to applications and teams.
  • To edit the access of the main user in your account, click the "Edit Access" button.
  • To grant access to Projects, toggle the button of the Project you want to give this person access to, or click the "Grant access to all" button for general access.
  • To grant access to the reports of certain teams, toggle the button of the Team you want to give this person access to, or click the "Grant access to all" button for general access.

  • After you grant access to the main user, click the "Update" button.

Updated about 1 month ago