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Under Administration › Users you determine which users have access and which rights they hold in the individual modules.

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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.

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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 field 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 sidebar states how many of the available modules the user can access.

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Effect of Missing Rights

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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.

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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.

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Removing a User

Remove in the sidebar 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.