Manage User Access Follow
Overview
A USER is someone who is given access to and permissions over assets in your account.
These assets could be transcripts, captions, live bookings, or even other users in your account.
Since users are also considered as assets, users can be managed by the account admin; that is:
- Admins can create new users on the account
- Admins can modify an existing user’s roles; that is, promote or demote a user
- Admins can modify an existing user’s permissions to jobs on the account
- Admins can revoke or delete an existing user
Some roles may have limited user creation capabilities; that is:
- Content managers can invite guest editors to jobs and create a guest user in the process
- Depo operators can invite viewers on a live deposition and create a depo viewer user in the process
A content manager sharing a file to a guest editor during upload
Create a New User
You can add new users via the USERS MANAGEMENT page.
- Login to VERBIT as an admin
- In the main menu, click ADMIN
- Choose USERS
This will redirect you to your USERS MANAGEMENT page
How to access the User Management page
- Click CREATE USER
CREATE USER button
- In the CREATE NEW USER dialog box:
- Enter the new user’s email address
- Choose at least one role for the new user
- Add a permission tag (only if needed)
- Click CREATE
The CREATE NEW USER dialog box
Once the new user is created, the new user will get a welcome email with a link to activate their account and set up a password.
The WELCOME email
Modify a User
You can change user access and permissions via the USERS MANAGEMENT page.
- Login to VERBIT as an admin
- In the main menu, click ADMIN
- Choose USERS
This will redirect you to your USERS MANAGEMENT page
How to access the User Management page
- Search for the user
- To edit the permissions of the user, click the HUMAN icon and create/select a permission tag
- To edit the roles of the user, click on either the CHECK or EMPTY icons below the relevant role
Note: You will be prompted to confirm the changeModifying the roles and permissions of a user
Remove a User
You can revoke user access or remove users completely via the USERS MANAGEMENT page.
- Login to VERBIT as an admin
- In the main menu, click ADMIN
- Choose USERS
This will redirect you to your USERS MANAGEMENT page
How to access the User Management page
- Search for the user
- Click the x button to remove the user and revoke all access privileges
Removing a user