User Management
Add, archive and control access
16 articles
- Find out how many users you haveThere are two types of users, active and inactive - this article shows you where to find this information
- How to Create RolesThis will show you how to create roles and assign them to your team members. This is for when you want to limit access on a per-team basis, i.e., for…
Roles and Access Permissions
Controlling user access
- What are user roles?Understanding the purpose and importance of user roles in Zigaflow
- Giving User(s) Access to a ModuleTo access a module, users need to be given permission in the system
- Creating and Editing User RolesControl access to certain functionality
- Hiding Prices and CostsPrevent users with specific roles from seeing these and adding one-off items
- Prevent Users from Exporting DataSet up a user role that doesn't allow exporting data by module
Managing Team Members
Adding, removing and changing
- Archive a UserUse this for leavers. Archiving a user removes them from your license count and prevents them from accessing the system.
- Change a User's RoleFollow these steps to change the role permissions assigned to one of your team members
- Add a User/Team MemberFollow these steps to add a new team member to your Zigaflow account
- Change a User's Login EmailWhen the user's email changes
- Leavers - How to Remove ThemArchiving users and removing them immediately from the system
- Unarchive/Restore/Reinstate a UserWhen a user has been archived, they cannot access the system. However, it is easy to restore their access if they return
- Temporarily Remove Multi-Factor Authentication (MFA)/2-Factor Authentication (2FA ) for a UserIf a user is struggling to log in, you can remove MFA/2FA so they can log in and set it up again