Site Management app - User Management View

The User Management view allows administrators to add or delete users and assign user roles.

Overview

The Dryad Site Management app defines two types of users: Standard and Admin. Access to features of the Site Management app is dependent on the type of user role. This includes features of the User Management view.

1. Admin user: Admin users are responsible for team organization. Admins can invite new users, edit user information and independently create new sites.

2. Standard user: Standard users have access to the platform, can view the User Management overview and update their name and contact details. They cannot edit other users' details or invite new users.

Search users

You can search for a user with both Admin and Standard User roles. Use the search field to search for existing users.

Add new user

You must have Admin rights to add a new user.

1. Select Add User.

   

   New User form

2. In the New User form, add the new user details:

   • Username: (Required) First Name and Last Name of the new user

   • Email: (Required) Email address of the new user

   • Phone Number: (Optional) Accepts the following separators /, -, ( ) and .

   • Country: (Required) Select from list of countries

   • Client: (Required) Select a client from the available options. Normally a reseller can have multiple clients, while a client usually has only a single client to which the user belongs. (A Client can have multiple Sites.)

   • Role: (Required) Select from Standard User or Admin role.

     

     Search Client dropdown

3. Select Submit to add the new user.

   

   New user added

4. Dryad then sends an invitation via the email provided in the form to the new user. This email includes a link to join the Site Management app. The new user can log in with the credentials provided in the email.

Edit user

You can edit your own name if you have a Standard User role. All fields are editable if you have Admin rights.

A user's first name and last name can be changed using the Edit User page. The Edit User page provides two tabs: User and User Access. The User tab displays the user information as set when the user was added. User Access shows all sites that the user has access, which cannot be edited.

1. Scroll over a username to display the Edit User icon (Pencil icon).

2. Select the Edit User icon to open the User form.

3. In the User tab, change First Name or Last Name, as required.

   

   Edit user name