Add users

Relevant for: Workspace administrators, administrators (see "User roles")

To invite a new user, click on "Users" in the header and then on the "Invite User" button at the top right of the user overview page.

A new page "Invite User" will open with various options.

New users can also be added directly from an assessment you are currently editing. For more information, see “Observers”.

Under “Profile”, you can enter the first name, last name, and E-Mail address.

Under “Localisation”, you can adjust the language and time zone using the dropdown menu.

Under “Roles”, you can select which role(s) the user should have. The user should be assigned at least one role by checking the appropriate boxes.

Here you can choose between observer, workspace administrator, and administrator.

By default, the role of observer is already selected. You can uncheck the role assignment by clicking the box again.

More information about the different roles and their associated permissions can be found under “User roles”.

Under “Organisation Access”, you can assign the user access to private organisations.

Private organisations are only visible to users who have access to them. Public organisations are visible to all administrators. More information about the organisation access settings can be found here.

Please note that you can only assign private organisations to the user if you have also assigned the role of administrator to the user. Observers cannot be assigned to organisations. Workspace administrators can manage organisations but do not have access to specific procedures. Therefore, to assign an organisation, the user must have the role of “Administrator”.

To set organisation access, click in the field to the right under “Private organisation access”. A new window will open. Here you can select all private organisations to which the user should have access. Click the box to the left of the organisation name to select it. Click the box again to deselect it. Click “Select all” at the top left to select all organisations. Click “Reset” to clear your selection, so no organisations are selected. You can also search for a specific organisation name using the search field. Click “Apply” to save your settings and organisation access, or click “Cancel”.

To add the user and save your entries, click “Invite User” at the bottom. The user will then receive an E-Mail notification about the invitation to use Applysia.

The user can follow the link in the invitation email under “Accept Invitation” and will be redirected to the Applysia software to create their account. This requires setting a password. Only then can the new user log in.

To log into the observer interface, you must first be assigned the role of “Observer” in the administration interface. The roles of Workspace administrator or administrator are not sufficient for this.

To log into the administration interface, you must first be assigned the roles of “Workspace administrator” or “Administrator”. The role of observer is not sufficient to log into the administration interface.

If you want to add a user without sending an invitation email, select the option “Create without invitation”.

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