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Users and invitations

Invite people to your organisation, change their roles and revoke access.

Use the User Management page to see who belongs to your organisation and what each person can do.

Who can use it: Owner and Admin. To open it, choose Admin Portal in the avatar menu, then Settings → Users.

Roles

Every member has one role in the organisation.

RoleWhat the person can access
OwnerEverything an Admin can access. Only Owners can open Billing & Subscription and delete the organisation.
AdminThe administration pages: dashboard, users, organisation settings, integrations, ingestion, query, API keys and apps. Also the ontology, document inbox and feed pages.
UserThe everyday pages only: chat, explorer and My Documents. A User cannot open the administration pages.
Role checks happen on every page. A User who opens an administration address is not shown the page.

Invite a person

  1. Select Invite.
  2. In Invite New User, enter the person's Email.
  3. Choose a Role: User, Admin or Owner.
  4. Select Send Invitation.

To invite several people at once, switch the dialog from Single to Multiple. Enter the Email addresses one per line, or separated by commas or semicolons. Choose a Role and select Send Invites. Duplicate addresses are ignored, and a Results list shows who was invited and who failed.

If the person is already registered in SynkVault, they are added to your organisation. If they are already an active member, you see an error and nothing changes.

Change a person's role

  1. In the Active Users tab, select the person's name to open User Details.
  2. Select the edit button.
  3. In Edit User Role, choose a new Role.
  4. Select Update Role.

Revoke access

  1. In the Active Users tab, select the person's name, then the revoke button. You can also tick several people and select Revoke Access.
  2. In Revoke User Access, select Revoke.
You cannot revoke the last Owner. SynkVault shows Cannot Revoke Access and asks you to make someone else an Owner first. You also cannot revoke an Owner directly: transfer ownership before removing that person.

Pending invitations

Open the Pending Invitations tab to see invitations that nobody has accepted yet. Each row shows the Email, the Role and Invited On. You can:

  • Select the send icon (Resend Invitation) to send the email again.
  • Select the delete icon (Remove) to cancel the invitation. Confirm in Remove Invitation.
  • Use Search invitations to find an address.

Dashboard

See how much your organisation has ingested and how it is being used.

Organisation settings

Rename your organisation, copy its ID or delete it.