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What permissions do I need?

You can

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create and manage users in your domain

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in the Administration → Users area. To access this area to manage users, you need the Manage version of the Users permission. Having only the View version will grant you access to this area without the ability to perform any changes.

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Create a user

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Go to Administration → Users. This area opens to the Users tab where the current domain users are listed.

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Click the Create user button. The Create a new user window appears.

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Enter the basic user information, like User NameEmail, and Phone, and choose one or more roles that this user will have in the current domain. After selecting a role, click on Access details to see a summary of the PermissionsFindersApplications, Activeboards, Lookups, and Alerts associated with the selected role or roles. Note that these tabs will be enabled only if the corresponding permission is selected. If you select the Admin role you will not be able to select an additional role for this user. This is because the Admin role grants a user full application permissions, therefore it does not benefit from additional roles.

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Click Save when you finish. The user will receive an email requesting that they verify their address. If this is the first time they have been added to a Devo domain, they will be prompted to create their password when they first log in. If they already have access to another Devo domain, their existing password is valid.

Disable or enable a user

If you need to temporarily block a user from accessing the domain for whatever reason, you can do so by disabling them. This way the user can still be used in other domains and reactivated when deemed appropriate.

Go to Administration → Users. This area opens to the Users tab where the current domain users are listed. The last column, Status, contains an icon that changes color so you can easily recognize the current status and at the same time works as a button you can click. In case you are uncertain about the behavior of the button, there is a tooltip indicating the action performed when clicking. See the table below for a summary of the different statuses.

Status

Description

Action tooltip

Behavior after clicking

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Enabled

Disable

Retrieves a confirmation message you need to accept to disable the user.

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Disabled

Activate

Retrieves a confirmation message you need to accept to enable the user.

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Not validated

Pending user validation

Retrieves an error message informing that the user needs to be validated first and prompting you to re-send the activation link via the row options (ellipsis menu).

Modify or delete a user

You can modify a user if you need to update certain information or, if the user is no longer needed, you can delete it.

Go to Administration → Users. This area opens to the Users tab where the current domain users are listed. 

  • To modify a user, click the user's name in the user list. The User information window opens. You can edit any aspect of the user information except the e-mail address. Click Save to save the changes.

  • To delete a user, click on the ellipsis icon at the end of the row, next to the status icon. Click it and select Delete. You can also click the user's name to open the User information window and click Delete. In both cases, you will receive a confirmation message you need to accept.

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Deleting your own user

If you try to delete your own user, you will have to introduce a justification message to confirm you want to leave the domain.

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What happens to the resources created by a user if that user is deleted?

When a user is deleted, all the resources created by them (Activeboards, aggregation tasks, injections, lookups, tokens…) will be automatically assigned to the domain owner.