Manage Users and Permissions

Managing users within your Wholechain account is crucial for ensuring an organized and secure environment. Properly assigning roles and access levels not only enhances collaboration but also protects sensitive information from unauthorized changes. Here’s how to effectively manage user roles and permissions:

To Manage Users and Permissions:

1. Click on the settings icon (top right or bottom left of your Wholechain screen).
2. Under Organization settings, click Users & Permissions
3. Here you can view all users who have accepted the invite to become a user in the Wholechain account, as well as users who have been invited to become a user but have not yet accepted the invite (shown as Pending).

To Invite New Users:

1. Click on Invite: On the right side of the Users & Permissions page, locate and click the Invite button. This action will open a dialog box prompting you to enter the new user’s email address.

2. Enter the Email Address(es) for the users to invite.
3. Select the User's Role: Users are designated as an Admin or an Employee. Ensure that the chosen role aligns with their responsibilities:
   • Admins have full access to manage settings, roles, and permissions.
   • Employees have limited access, allowing them to perform necessary tasks without altering account settings.
4. Personalize the Invitation: Optionally, you can add a personal message to the invitation. This is a great way to welcome the new user or provide additional context about their onboarding process.
5. Click Send Invite. The new user will receive an email containing instructions on how to set up their access. They’ll be guided through the account creation process, ensuring they can start using Wholechain promptly.

To Resend an Invite

1. Click on the 3 dots next to the User.
2. Click Resend the Invite Link.

To Modify Existing User Roles

As your organization evolves, you may need to adjust user roles and permissions to reflect changes in responsibilities.

1. Click on the 3 dots next to the User.
2. Click Edit Member to change the User's Role.  Change Role from the dropdown menu that appears.

To Delete Existing Users

If you need to remove a user from your Wholechain account—whether they have left the organization or their role has changed—follow these steps to delete their access:

1. Identify the User: Go to the Users & Permissions section as previously described, locating the user you wish to delete from the list.
2. Click on the 3 dots next to the User.
3. Click Remove Member

By regularly reviewing and managing user roles, you can ensure that access to sensitive information is appropriately controlled, decreasing the risk of errors and unauthorized changes to your account settings.