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User Management

In SearchShare, you can easily manage users, roles, and invite new users to your account. This guide will walk you through the user management and invitation screens.

User Management Screen​

Fields:​

  • Name: Enter the full name of the user.
  • Email Address: Provide the email address where the user will receive notifications and invites.
  • Account: Select from the dropdown the account the user should be associated with. For instance, 'AiP Development Team'.
  • Role: Choose the role for the user. This defines their permissions within SearchShare.

Actions:​

  • Send invite email: By checking this box, the invited user will receive an email notification with details on how to join SearchShare.
  • Create User: After filling out the required details, click on this button to add the user to the selected account.

Inviting a User​

  1. Navigate to the Users tab.
  2. Fill out the user's Name and Email Address.
  3. Select the appropriate Account and Role from the dropdown menus.
  4. If you want to send an invitation email immediately, ensure the Send invite email checkbox is checked.
  5. Click Create User.

The new user will then either receive an invite email (if selected) or can be added manually by an admin depending on your choice.

Best Practices:​

  1. Always double-check the email address before sending an invite to ensure it reaches the right person.
  2. Regularly review user roles and permissions for optimal security and workflow.
  3. Provide clear naming conventions for accounts to make user management more straightforward.

Remember, user management is essential to maintain the security and functionality of your SearchShare account. Regularly updating user details and permissions ensures a smooth workflow for your team.