Plans

 Forever Free

 Essentials

 Scale

 Enterprise


User roles

✗ Reader

✗ Writer

ⱱ Admin





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.

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 (✗ Forever Free

  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.

 

  

Video



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