User Management Guide on the Elven Platform

The Elven Platform allows you to add and manage users in a centralized, intuitive, and flexible way through the User Center. Each user can assume one of three main roles: Member, Admin, or Owner, each with specific responsibilities and permissions to facilitate teamwork efficiently and in an organized manner.

The Member is the default role and ideal for participants who only need to collaborate within the platform. They can interact with the Organization’s activities but do not have access to administrative settings or permissions.

The Admin, on the other hand, plays a more active role in managing the Platform. This user can add or remove members, manage teams, create resources, or even integrations with services. They are the right hand of the Owner in Platform administration but cannot delete or update settings directly related to the Organization.

The Owner has full control. This person is responsible for managing all Platform settings, adding and removing members, managing teams, creating new resources and integrations with other services, and is the only one with permission to delete or update an Organization. Typically, the Owner is the main person responsible for operations.

This organizational structure ensures that each member has access only to the features necessary for their responsibilities, promoting a secure and productive environment.

This guide details how to perform the main actions in the User Center, from creating a user to updating their information.

Accessing the User Center

To manage users, follow the steps below:

• In the top menu, click on People.

• Select the Users option in the submenu to access the User Center.

Viewing Users

When accessing the User Center page, you will see a list containing the following details:

• Name, the user's name.

• Email, the registered email address.

• Status (user status), indicating whether the user is active or inactive.

• Role (assigned function), which defines the user's permission level.

To quickly locate a specific user, use the search bar at the top of the page and enter the user's name. You can also apply filters by Status and Role.

Adding a New User

• Go to the User Center page.

• Click the New button in the upper-right corner of the screen.

• Fill in the required fields:

  • Email: Enter the user's email address.

  • Name: Enter the full name.

  • Role: Select the appropriate role for the user, such as Member, Owner, or Admin.

  • After filling in the information, click Create user to add the user to the organization.

  The new user will automatically be added to the list with the status Active.

  Tip: Make sure to review the data before saving, as it will be used for notifications and authentication.

Editing Users

If you need to update a user's information:

• Go to the User Center page.

• Click the pencil icon next to the desired user.

• Update the necessary details, such as Role or Status..

• It is not possible to update the Name and Email.

• Click Save to confirm the changes.

Removing a User

If a user is no longer needed in the organization:

• Go to the User Center page.

• Click the trash icon next to the user you want to remove.

• Confirm the deletion in the message displayed.

Warning: This action is permanent and cannot be undone.

Managing users in the Elven Platform is fast and secure, ensuring your organization has full control over access and permissions.

Glossary of Technical Terms

Role: The function or role assigned to the user on the platform, which defines their level of access and permissions (e.g., Member, Admin, or Owner). Member: The default role in the Elven Platform. Ideal for users who collaborate on the organization's activities but do not have administrative permissions. Can interact with platform resources but cannot change settings or manage other users. Admin: A user with advanced permissions to help manage the platform. Can add or remove members, manage teams, create resources, and integrate external services. Does not have access to modify or delete organization settings. Owner: A user with full control over the organization. The only one who can change or delete organizational settings, as well as manage members, teams, resources, and integrations. Typically the main person responsible for operations on the platform.

Status: Indicates the user's current situation in the organization (e.g., Active or Inactive). Active: A user status that indicates they are active in the organization, meaning they have access and available functionalities. Inactive: A user status indicating the person has been deactivated and can no longer access the organization or participate in activities.

Call Rotations: Configured call rotations on the platform to organize the distribution of tasks or notifications among team members. Slack: A team communication tool that can be integrated with the Elven Platform to send notifications and automated messages. Webhooks: A mechanism used to send automated notifications or integrate the platform with external services in real time. Search Bar: A search bar located at the top of the user management page, used to quickly locate a user by name or email. Notification Settings: Settings related to alerts and communications sent by the platform to keep the team informed.