FAQs - User permissions & management
Q: How does user registration from an owner invite work?
User registration from an owner invite is the process that occurs where an account owner invites additional users from their company to register themselves as a user on the platform.
Q: How does user registration from an owner invite work?
This is the process that occurs where an account owner invites additional users from their company to register themselves as a user on the platform.
Q: How do I invite another user to use Diligentsia?
To invite another user to use Diligentsia, follow the below steps.
Step 1: Go to Company Dashboard > Company Settings > User Permissions > Add New Member
Step 1: Go to Company Dashboard > Company Settings > User Permissions > Add New Member
Step 2 -Enter your new user's company email address.
Step 2 -Enter your new user's company email address.
We check that the user is not already registered with us.
If new user does not exist, you have to create the new user.
Step 3 - You provide us their details and set their module/section permissions(modules that you want them to have access to) and click save.
Step 3 - You provide us their details and set their module/section permissions(modules that you want them to have access to) and click save.
Step 4 - An invitation/verification email is sent by us to your invitee
Step 4 - An invitation/verification email is sent by us to your invitee
You can see the status of the invite in your User Permissions.
You, the inviter, is also sent an email to keep you in the loop on the status of your invite:
The new user verifies his/her email, sets password and login through the email sent.
When your invitee has activated their account on the Diligentsia platform, the inviter/owner is informed via another email:
Q: Can permissions be changed later?
Yes, permissions can be modified at any time.
Q: How do I revoke user permissions?
Select the user and remove their access via the dashboard.
Q: Can users have multiple roles?
Yes, users can be assigned different roles.
Q: How do I monitor user activity?
Audit logs are available to track changes and access.
Q: Is there a limit to the number of users with permissions?
No, you can assign permissions to as many users as necessary.
Q: What happens if a user leaves the company?
You can immediately revoke their access from the system.
Q: How are permissions affected by role changes?
When a user’s role is updated, their access rights are automatically adjusted.
Q: Can I set time-limited permissions?
No, you can't assign time based access to users. You have to manually give or revoke access.
Q: How do I ensure data security with permissions?
Permissions are encrypted, ensuring secure access.
Q: Can permissions be applied to specific modules?
Yes, permissions can be assigned for individual modules.
Troubleshooting FAQs: User Permissions & Management
Q: Why can’t I find the User Permissions section in the dashboard?
A: Ensure you have admin or owner rights. Only users with these roles can access User Permissions under Company Settings.
Q: What should I do if the invitation email isn’t received by the new user?
A: Ask the user to check their spam or junk folder. If the email isn’t there, verify their email address and resend the invitation.
Q: Can I invite a user with a personal email address?
A: It is recommended to use company email addresses for user invitations to maintain professionalism and security.
Q: Why can’t I assign permissions to a user?
A: Ensure you have admin rights and that the user has accepted the invitation and activated their account.
Q: What happens if a user doesn’t accept their invitation?
A: Invitations remain pending until the user registers. You can resend the invitation or revoke it if needed.
Q: How do I revoke permissions for a user who no longer needs access?
A: Go to User Permissions, select the user, and remove their access to specific modules or the entire platform.
Q: Can I assign admin rights to more than one user?
A: Yes, multiple users can be assigned admin rights, but ensure roles are carefully managed to maintain control.
Q: What should I do if a user forgets their login credentials?
A: Users can reset their password using the “Forgot Password” option on the login page.
Q: Why can’t I see user activity logs?
A: Only users with admin rights can access the Audit Logs to monitor user activity.
Q: How do I reassign permissions if a user changes roles?
A: Update the user’s role in User Permissions, and their access rights will adjust automatically.
Q: Can I restrict access to sensitive modules like the Data Room?
A: Yes, you can manage module-specific permissions and deny access to sensitive areas.
Q: Is there a limit to the number of users I can invite?
A: No, there is no limit to the number of users you can invite and assign permissions to.
Q: What happens if a user tries to access a restricted module?
A: Modules that they do not have access to would be greyed out.
Q: Can I assign different roles for different modules?
A: Yes, users can have varying roles and permissions across different modules.
Q: How can I ensure permissions are updated securely?
A: Diligentsia uses encryption and secure protocols to safeguard user permissions and access rights.
Q: Can I view which permissions are assigned to each user?
A: Yes, the User Permissions dashboard provides a detailed view of roles and module access for all users.
Q: Can I assign permissions temporarily for a project?
A: Currently, permissions must be manually assigned and revoked; time-limited permissions are not available.
Q: How do I handle permissions for external advisors or investors?
A: Use the Advisor Permissions or Investor Permissions modules to set and control their access levels.
Q: Can I track changes to permissions over time?
A: Yes, all permission changes are logged in the Audit Log, allowing you to track updates and user activity.
Q: What should I do if I encounter issues with User Permissions?
A: Use the support bot on the website or email support@diligentsia.co.uk for assistance.