2. Manage users

• How do I invite a new user? 
• How do I assign or remove a user role? 
• What are the available user roles? 
• Can I delete a user? 

How do I invite a new user?

Adding a new user will automatically send an email to the address entered. Users will need to accept the invite and create their login information. Roles and groups cannot be assigned to a user until their status is active. Once a new user has accepted an invitation to join Dazychain, a Dazychain user from your organisation assigned to the role of Organisation administrator must log into Dazychain and assign you to your Roles and Groups to enable access to any projects.

1. Click on Settings on the side menu
2. Click Users
3. Click green menu actions button
4. Select Add user from the drop-down menu
5. Enter the new user’s first and last name into the Name field
6. Enter the new user's email address into the email field
7. Click Submit button

How do I assign or remove a user role?

Via Users menu

1. Click on Settings on the side menu
2. Click Users
3. Select the user you want to edit the roles of
4. Click on the Roles tab on the right-hand side
   
   
5. Click on the role you want to add or remove

Note: Roles highlighted grey are assigned to a user

Via Access menu

1. Click on Settings on the side menu
2. Click Access
3. Under the Roles tab, select the role you want to add or remove access from
   
   
4. Click on the user you want to add or remove on the right-hand side

Note: Users highlighted grey are assigned to the role

What are the available user roles?

Users may be assigned one role or multiple roles. These roles are:

• Project collaborator: able to work on projects, create comments, read and upload documents, create deliverables and view reports
• Panel manager: able to create panel types and add and delete suppliers from panels
• Finance: able to create or approve invoices, and administer the payment process
• Organisation administrator: able to add and update information on the organisation and the users

Learn more about the specific functions each role enables click here.

Can I delete a user?

Users can be deleted from Dazychain. A bulk Project management transfer is recommended prior to deleting any individual user. This is useful when a team member departs the organisation or is on leave.

Note: If an individual user is deleted without a bulk Project management transfer all their previously assigned projects will affect reporting and will need to be assigned individually. Deliverables assigned to the user update to unassigned once their access is removed.

1. Click on Settings on the side menu
2. Click Users
3. Select the user you want to remove
4. Click green Menu actions button
5. Select Remove access from the drop-down menu
6. Click Yes when confirmation pop-up appears

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