About This User Guide:

This living document aims to serve as a reference for how to add and remove users from nectarflow platform as well as change their permissions. The individual doing the adding and removing must have admin permissions. Additionally this covers creating and managing teams within the organization.

Lastly a breakdown of permissions and what roles can do is at the end of this document.

Platform Level:

Note: Before you can add a user to a team, you must first add them to the platform.

Adding a New User:

Step 1: To add a new user to platform, click on organization on the left hand panel and navigate to the users tab

Step 2: Click “Invite a New User” button and fill out the required information. They will get an email inviting them to join the nectarflow platform.

Changing User Platform Permissions:

After adding them to the platform, be sure to set the correct permission level with the role they will have on the platform. (See permissions break down at the end of the document if needed)

Removing a User:

Note this will remove them from the entire platform! 

Step 1: Navigate to the organization on the left panel.

Step 2: Click remove on the team member being removed

Step 3: Confirm the decision

Creating a new Team:

Creating teams keeps the scenarios organized and prevents departments or groups from seeing data they shouldn’t. You can create teams based on your org chart or by another grouping.

Team Level:

Roles within teams define what permissions a user has on that team and in the scenarios owned by that team. Once a user has been added to the platform they must be added to the applicable teams they will be in.

Adding a New User:

Step 1: Navigate to the team you wish to add them to

Step 2: Select the role they will have on the team. This is unique to the team, the same user can have different roles on other teams.

Removing a User:

Step 1: To remove a user from a team (not the platform), navigate to the team page and click remove

Step 2: Confirm the removal

You can always add them back to the team using the previous method.

Changing User Team Role:

Step 1: To change a user's role on a team simply click the drop down and select their new role. (See permissions break down at the end of the document if needed)

FAQ’s:

• I don’t see a user available to be added to a team 

  • Ensure they have been added to the platform and accepted the invitation

• Do I have to add them to every single team? Is there a bulk add?

  • There is no bulk add at this time, users have to be added to each team they will be on.

• Why should I create teams?

  • Teams keep parts of the business separate. For example the accounting or HR scenarios may contain data that you don’t want marketing or admin to have access too. Creating separate teams keeps sensitive data private.

Permissions Break Down

Platform Level:

Team Level: