Users, Roles and Groups

Overview

Invenias User accounts can be added and configured through the Invenias Web App (https://<companyname>.invenias.com) by any Invenias user with the permission User Administrator.

Permission Required: Please note that all actions in this article require the "User Administrator" permission.

This article contains:

Creating a New User

To create a new user, you need to follow these steps:

  1. Open the Web App(https://<companyname>.invenias.com) and navigate to the Admin area
  2. SelectUsers from the menu
  3. Click the Add User button (located above the grid of Users)
  4. Fill in the First Name, Last Name and Email Address (the email address will be used as their username)
  5. Finally, click the Save button to complete the creation of the new user
  6. After the user has been created, they will be added to the grid and the panel on the right will show their user details, allowing you to make further amendments

Roles

Each user must be assigned to a role as each role contains user permissions. There are 5 roles in Invenias, which are as follows:

  • System Administrators
  • Directors
  • Managers
  • Consultants
  • Researchers

The permissions assigned to each role can be changed as required, apart from System Administrators, as all permissions are assigned to this role.

Invenias would advise to only grant Permissions which are required for users to complete their daily tasks. It is not advisable to provide users with permissions that they do not require, especially in relation to exporting data and accessing system settings.

Groups

Groups are used to provide segmentation of your data and are broken down into the following types: Business Unit, Practice Area, Region and Team.

Each user in your database can be assigned several groups. These groups will then be applied as metadata to any records created by the user. This enabled you to create and manage list views and custom reports, showing areas of the business involved with the specified records.

You can create as many groups as you like under each group type and assign as many groups as you like to each user either from the user or from the group itself.

To create a group:

  1. Open the Web App (https://<companyname>.invenias.com) and navigate to the Admin area
  2. SelectGroups from the menu
  3. Click the Add Entry button (located above the grid of groups)
  4. Fill in the Name and select the Group Type
  5. Finally, click the Save button
  6. After the group has been created, it will be added and selected in the grid, so the panel on the right will display its details, allowing you to add members to the group