Manage users

Managing users is fundamental to maintaining access control and efficient user management in the ValidMind system. This task topic will guide you through the process of inviting new users, assigning them to specific groups, and configuring their roles and permissions. Whether you’re a group administrator or a superuser, understanding these steps is crucial for ensuring the right individuals have the appropriate access and permissions within the system.

Viewing your account profile

  1. Log in to the ValidMind UI. quart

  2. Go to Settings in the sidebar and select Profile.

  3. You can find the following at your profile page.

    • Profile details
    • Roles attached to your account
    • Values for API Key and Secret Key

Prerequisites

To perform these next steps, you must be a group administrator or a superuser.

Invite new users

  1. Log in to the ValidMind UI.

  2. Click Settings.

    1. Navigate to User Permissions in the sidebar.
    2. Click Invite New Users.
    3. Enter the user’s email address.
    4. Assign the user to a group from the Group dropdown menu.
    5. Add roles to the user by clicking the icon and selecting the appropriate roles from the list.
    6. Click Assign Roles to invitee.

    Users now will have the option to accept the invitation through the email they receive.

  3. You can find pending invitations at the Pending Invites section.

  4. Confirm that the new user is successfully added and that their group and roles are correctly configured to meet your access control requirements.

Assign new roles to a user

  1. Log in to the ValidMind UI.

  2. Click Settings.

  3. Under User Permissions in the sidebar, select User Directory.

  4. Use one of these methods to assign roles to users:

    • Select the checkbox next to one or more users and click Assign New Role or Assign New Role to n Users; OR
    • Next to any individual user, click the icon.

  5. On the pop-up that appears, select the roles to be assigned and click Assign Roles to User.

Remove roles from a user

  1. Log in to the ValidMind UI.

  2. Click Settings.

  3. Under User Permissions in the sidebar, select User Directory.

  4. Click the in the pill next to the role for the user that you want to remove.

Viewing group members

  1. Log in to the ValidMind UI.

  2. Click Settings.

  3. Under User Permissions in the sidebar, select Groups.

  4. Click See Details to view the complete list of members in any group.

Adding or removing group members

  1. Log in to the ValidMind UI.

  2. Click Settings.

  3. Under User Permissions in the sidebar, select Groups.

  4. To add a member to a group:

    1. Click See Details.
    2. Click Add New Member.
    3. Select members by checking the boxes next to their names in the pop-up.
    4. Click Add to Group.

  5. To remove a member from a group:

    1. Click See Details.
    2. Select members by checking the boxes next to their names.
    3. Click Remove Member.