This guide provides a step-by-step approach to inviting new team members to Pilario and configuring their access permissions to ensure efficient collaboration and system use.
Welcome to our guide on seamlessly integrating new team members into Pilario by inviting them and assigning the appropriate permissions to ensure a smooth collaboration right from the start.
Here's what you'll learn:
1. Inviting a New User
Step 1: Access the User Management Section
Start by navigating through Pilario: go to your user profile, then settings, and select "Team Members." This section is your control room for managing team access.
Step 2: Invite a New User
Once you're in the "Team Members" section, you'll see an option to "Invite Team Member." Click this button to begin the process.
You'll need to provide some basic information about your new team member: their First Name, Last Name, and Email.
This is also the stage where you can assign permissions based on their role and what they need access to within Pilario.
Step 3: Send the invitation
After filling in the details and assigning the initial permissions, click "Invite."
Your new team member will receive an email invitation to create their account on Pilario. They can follow the included steps to start utilizing Pilario effectively in no time.
2. Understanding Permissions
Pilario offers a flexible permissions system tailored to your team's needs. Permissions can be adjusted in several components: Licenses, Products, Dashboards, Users, Feeds, and the Share Functionality.
Permission Categories
Permissions are divided into three main categories:- Read: Have permission to only view the data.
- Write: Have permission to add or edit data.
- Delete: Have the permission to delete certain data.
These categories ensure that team members have the access they need to perform their roles effectively while maintaining data integrity and security.
3. Changing User Permissions
Although permissions are initially assigned when inviting a team member, you may find the need to adjust these settings as roles evolve or new needs arise.
How to Adjust Permissions
- Navigate to User Management:
Go to your user profile, then settings, and select "Team Members." - Select the Team Member:
Find the team member whose permissions you wish to adjust and click on their profile - Adjust Permissions:
From here, you can modify their permissions to better suit their current role and responsibilities.
By following these steps, you ensure that every team member has the access they require to contribute effectively.
Troubleshooting and Support
If you encounter any issues, don’t worry - we’re here to help!
For any technical difficulties, queries, or feedback, please don’t hesitate to contact our dedicated support team at support@pilario.com. We are committed to providing you with the assistance you need to ensure a smooth and efficient experience with Pilario.