Under Administration › Users you determine which users have access and which
rights they hold in the individual modules.
Roles
The Owner and Administrator roles can invite users, change roles, and remove
users. An administrator cannot change an owner’s role. No user can change their
own role.
The count next to Invite shows the occupied user seats and the edition’s
limit, regardless of search and filter. Only active users count; Docusnap
support accounts do not occupy a seat.
Module Access
The role sets the rights for every module. For Contributor and Viewer, you
can reduce the Module Access in individual modules. Extending it is not
possible.
The selection list per module shows the role’s value with the addition
“(inherited)”, and below it the reduced levels. For Owner and Administrator,
the value is fixed.
The list shows only the modules your edition includes. Example: to withhold
costs from a contributor, set the ITAM module to Viewer.
ITAM manages the assets of the inventory. If ITAM is set above No Access while
the inventory is set to No Access, ITAM cannot be used fully; a red warning
icon after ITAM indicates this. Give the inventory at least Viewer.
If at least one module deviates from the role, the user list shows Individual
instead of the role. Reset and the number of deviating modules appear above
the module list. Below the module list, the panel states how many of the
available modules the user can access.
Effect of Missing Rights
Changing a Role
When the role changes, deviations that match or exceed the new role are
removed. No confirmation appears.
- A Viewer with No Access in one module becomes a Contributor: the
deviation remains.
- A Contributor with Viewer in one module becomes a Viewer: the deviation
is removed.
A change to Owner or Administrator sets all modules to full access. Check the
module list after every role change.
Inviting a User
Invite requires Email, First Name, Last Name, and Role. For
Contributor and Viewer, you can set the Module Access directly in the
invitation.
The role is not preset. Select it.
When all user seats are occupied, Invite is locked. The limit is shown under
Subscription.
Removing a User
Remove in the side panel shows a confirmation. Once you confirm, the user
loses access immediately and their seat becomes free.
What a user sets for their own account — name, picture, color scheme,
language — is described under Personal Data.