Plans

ⱱ Forever Free

ⱱ Scale

ⱱ Enterprise

Why?

User management is about adding or removing users to your Whale-environment and selecting a member type! Your team is expanding and you want to add colleagues and (re)structure them into groups!

 How?

Adding a user

1. Go to workspace settings by clicking on the workspace icon in the bottom left corner and selecting "Settings."
   
   
2. Choose user management in the left side menu.
3. Click on Add user on the right-hand side
   There are two types of users.
   • Member: A person who cannot change workspace settings or invite new members
   • Admin: A person who can change workspace settings and invite new members. Admin members automatically have Write access. They can create and manage all the content of the workspace.
   • Custom User Roles: Based on different parameters you can create custom user roles for your team members - see below for more details (Enterprise Users only) 
     
     

Modifying a user

1. Go into the user settings on workspace setting-level.
   
   
2. On the right-hand side of the user you want to action upon and click on the 3 vertical dots.
   • Editing a user: Change the user type (see adding a user point 3.)
     
     
     
   • Resend invitation: You can resend the invitation email for pending users
     
     
   • Deleting a user: deleting a user and freeing up a seat in your Whale plan
     

Adding and modifying a group

1. Go to workspace settings by clicking on the workspace icon in the bottom left corner and selecting "Settings."
   
   
2. Choose User management > groups in the left side menu.
   
3. When clicking on Add group, a pop-up opens up where you can name the group and add users
   
   
   
4. Once a group is created you have the option to edit (add/delete members or rename) or delete the group.
   

Adding and modifying a User Roles (Enterprise plan only)

1. Go to workspace settings by clicking on the workspace icon in the bottom left corner and selecting "Settings."
   
   
2. Choose User management > User Roles in the left side menu.
3. When clicking on Add User Role, a pop-up opens up where you can select which parts of the platform you want to open up or fence off for certain users.
   
4. Once a user role is created you have the option to edit or delete the role.
   
5. Under the Users tab you can then go to certain users and change their role to the created User Roles.
   

Video

--

If you landed on this page while looking for information on documentation and training software you can navigate to our main webpage --> usewhale.io/