mirror of
https://github.com/ToolJet/ToolJet
synced 2026-04-22 14:07:26 +00:00
185 lines
6.5 KiB
Markdown
185 lines
6.5 KiB
Markdown
|
|
---
|
||
|
|
id: manage-users-groups
|
||
|
|
title: Managing Users and Groups
|
||
|
|
---
|
||
|
|
|
||
|
|
# Managing Users and Groups
|
||
|
|
|
||
|
|
## Managing Users
|
||
|
|
|
||
|
|
Admin of a workspace can add users to the workspace. To manage the users in your workspace, just go to the **Workspace Settings** from the left sidebar on the dashboard and click on the **Users** option.
|
||
|
|
|
||
|
|
<div style={{textAlign: 'center'}}>
|
||
|
|
|
||
|
|
<img className="screenshot-full" src="/img/tutorial/manage-users-groups/manageusersv2.png" alt="Manage Users" />
|
||
|
|
|
||
|
|
</div>
|
||
|
|
|
||
|
|
### Inviting users
|
||
|
|
|
||
|
|
Admins can invite anyone to a workspace using the email address. To invite a user:
|
||
|
|
|
||
|
|
- On the **Users** page click on the `Invite new user` button.
|
||
|
|
<div style={{textAlign: 'center'}}>
|
||
|
|
|
||
|
|
<img className="screenshot-full" src="/img/tutorial/manage-users-groups/invitev2.png" alt="Manage Users" />
|
||
|
|
|
||
|
|
</div>
|
||
|
|
|
||
|
|
- Now enter the details of new user such as first name, last name, email, and then click on the **Create User**.
|
||
|
|
<div style={{textAlign: 'center'}}>
|
||
|
|
|
||
|
|
<img className="screenshot-full" src="/img/tutorial/manage-users-groups/useremailv2.png" alt="add new user" />
|
||
|
|
|
||
|
|
</div>
|
||
|
|
|
||
|
|
|
||
|
|
- An email including the **Invite Link** to join your workspace will be send to the created user. The status will turn from **invited** to **active** after the user successfully joins your workspace using the invite link.
|
||
|
|
|
||
|
|
:::tip
|
||
|
|
You can also copy the invitation url by clicking on the copy icon next to `invited` status of the created user.
|
||
|
|
:::
|
||
|
|
|
||
|
|
<div style={{textAlign: 'center'}}>
|
||
|
|
|
||
|
|
<img className="screenshot-full" src="/img/tutorial/manage-users-groups/invitedv2.png" alt="add new user" />
|
||
|
|
|
||
|
|
</div>
|
||
|
|
|
||
|
|
:::tip
|
||
|
|
You can also **Bulk Invite Users** by editing and uploading the sample CSV file including all the users details.
|
||
|
|
<div style={{textAlign: 'center'}}>
|
||
|
|
|
||
|
|
<img className="screenshot-full" src="/img/tutorial/manage-users-groups/bulkinvite.png" alt="add new user" />
|
||
|
|
|
||
|
|
</div>
|
||
|
|
:::
|
||
|
|
|
||
|
|
### Disabling a user's access
|
||
|
|
|
||
|
|
You can disable any active user's access to your workspace by clicking on the **Archive** button and the status of the user will change from **active** to **archived**.
|
||
|
|
|
||
|
|
<div style={{textAlign: 'center'}}>
|
||
|
|
|
||
|
|
<img className="screenshot-full" src="/img/tutorial/manage-users-groups/archivev2.png" alt="archived"/>
|
||
|
|
|
||
|
|
</div>
|
||
|
|
|
||
|
|
### Enabling a user's access
|
||
|
|
|
||
|
|
Similar to archiving a user's access, you can enable it again by clicking on **Unarchive**. The status of user will change from **archived** to **invited** and the user will have to join again using the invite link received via the e-mail.
|
||
|
|
|
||
|
|
<div style={{textAlign: 'center'}}>
|
||
|
|
|
||
|
|
<img className="screenshot-full" src="/img/tutorial/manage-users-groups/unarchivev2.png" alt="status" />
|
||
|
|
|
||
|
|
</div>
|
||
|
|
|
||
|
|
## Managing Groups
|
||
|
|
|
||
|
|
On ToolJet, Admins can create groups for users added in a workspace and grant them access to particular app(s) with specific permissions. To manage groups, just go to the **Workspace Settings** from the left-sidebar of the dashboard and click on the **Groups**.
|
||
|
|
|
||
|
|
<div style={{textAlign: 'center'}}>
|
||
|
|
|
||
|
|
<img className="screenshot-full" src="/img/tutorial/manage-users-groups/managegroupsv2.png" alt="Manage Groups" />
|
||
|
|
|
||
|
|
</div>
|
||
|
|
|
||
|
|
### Group properties
|
||
|
|
|
||
|
|
Every group on ToolJet has three sections:
|
||
|
|
|
||
|
|
#### Apps:
|
||
|
|
|
||
|
|
Admins can add or remove any number of apps for a group of users. To add an app to a group, select an app from the dropdown and click on `Add` button next to it. You can also set app permissions such as `View` or `Edit` for the group. You can set different permissions for different apps in a group.
|
||
|
|
|
||
|
|
<div style={{textAlign: 'center'}}>
|
||
|
|
|
||
|
|
<img className="screenshot-full" src="/img/tutorial/manage-users-groups/appsv2.png" alt="apps"/>
|
||
|
|
|
||
|
|
</div>
|
||
|
|
|
||
|
|
#### Users:
|
||
|
|
|
||
|
|
Admins can add or remove any numbers of users in a group. Just select a user from the dropdown and click on `Add` button to add it to a group. To delete a user from a group, click on `Delete` button next to it.
|
||
|
|
|
||
|
|
<div style={{textAlign: 'center'}}>
|
||
|
|
|
||
|
|
<img className="screenshot-full" src="/img/tutorial/manage-users-groups/usersv2.png" alt="users" />
|
||
|
|
|
||
|
|
</div>
|
||
|
|
|
||
|
|
#### Permissions:
|
||
|
|
|
||
|
|
Admins can set granular permission like creating/deleting apps or creating folder for a group of users.
|
||
|
|
|
||
|
|
<div style={{textAlign: 'center'}}>
|
||
|
|
|
||
|
|
<img className="screenshot-full" src="/img/tutorial/manage-users-groups/permissionsv2.png" alt="permissions" />
|
||
|
|
|
||
|
|
</div>
|
||
|
|
|
||
|
|
:::tip
|
||
|
|
All the activities performed by any Admin or any user in a workspace is logged in `Audit logs` - including any activity related with managing users and groups.
|
||
|
|
:::
|
||
|
|
|
||
|
|
### Predefined Groups
|
||
|
|
|
||
|
|
By default, every workspace will have two User Groups:
|
||
|
|
|
||
|
|
**1. All Users**
|
||
|
|
|
||
|
|
This group contains all the users and admins.
|
||
|
|
|
||
|
|
| Apps | Users | Permissions |
|
||
|
|
| ----------- | ----------- | ----------- |
|
||
|
|
| You can add or remove apps. | Modification is disabled. This group will have all the users and admins added in a workspace. | You can edit permissions for all the users globally. |
|
||
|
|
|
||
|
|
<div style={{textAlign: 'center'}}>
|
||
|
|
|
||
|
|
<img className="screenshot-full" src="/img/tutorial/manage-users-groups/allusersv2.png" alt="all users" />
|
||
|
|
|
||
|
|
</div>
|
||
|
|
|
||
|
|
**2. Admin**
|
||
|
|
|
||
|
|
This group contains admins by default. Admins can add more admins or remove the users in this group.
|
||
|
|
|
||
|
|
| Apps | Users | Permissions |
|
||
|
|
| ----------- | ----------- | ----------- |
|
||
|
|
| Modification is disabled. By default, this group has `Edit` permission for all the apps in a workspace | Admins can add or remove users in this group. | Modification is disabled. By default, all the admins can create and delete apps or create folders. |
|
||
|
|
|
||
|
|
<div style={{textAlign: 'center'}}>
|
||
|
|
|
||
|
|
<img className="screenshot-full" src="/img/tutorial/manage-users-groups/adminv2.png" alt="admin" />
|
||
|
|
|
||
|
|
</div>
|
||
|
|
|
||
|
|
### Creating new group
|
||
|
|
|
||
|
|
- Click on `Create new group` button in the **User Groups** page.
|
||
|
|
<div style={{textAlign: 'center'}}>
|
||
|
|
|
||
|
|
<img className="screenshot-full" src="/img/tutorial/manage-users-groups/newgroup1v2.png" alt="new group" />
|
||
|
|
|
||
|
|
</div>
|
||
|
|
|
||
|
|
- Enter a name for the group and click `Create Group` button.
|
||
|
|
<div style={{textAlign: 'center'}}>
|
||
|
|
|
||
|
|
<img className="screenshot-full" src="/img/tutorial/manage-users-groups/newgroup2v2.png" alt="new group 2"/>
|
||
|
|
|
||
|
|
</div>
|
||
|
|
|
||
|
|
- Once the group is created, you can add **Apps**, **Users** and set their **Permissions** for that group.
|
||
|
|
|
||
|
|
### Deleting a group
|
||
|
|
|
||
|
|
To delete a group, click on `Delete` next to it. It will confirm whether you want to delete it or not, Click on `Yes` to delete the group.
|
||
|
|
|
||
|
|
<div style={{textAlign: 'center'}}>
|
||
|
|
|
||
|
|
<img className="screenshot-full" src="/img/tutorial/manage-users-groups/deletev2.png" alt="delete group" width="400"/>
|
||
|
|
|
||
|
|
</div>
|