As an administrator or team leader, you can easily invite new members to join your Tetra Insights account and manage their roles and permissions. Here’s how to add users, assign roles, and manage your organization’s settings.
1. Inviting Users to Your Tetra Account
To invite new users to your Tetra account, follow these steps:
• Step 1: Click on your avatar profile icon located at the top-right corner of the screen.
• Step 2: Select Invite User from the dropdown menu.
• Step 3: Enter the email address of the colleague you’d like to invite.
• Step 4: Select a role for the user, which defines their permissions within the platform.
• Step 5: Click Send Invitation to invite the user to join your team.
2. Viewing and Managing Team Members
To view the members of your organization:
• Step 1: Go to Organization Settings.
• Step 2: Click on the Users List to see all the users currently associated with your account, their roles, and their permissions.
3. Defining and Managing Roles
You can customize user permissions by defining roles in the Roles area:
• Step 1: Navigate to the Roles section within the Organization Settings.
• Step 2: Create or edit custom roles to tailor the permissions for each user.
• Step 3: Assign these roles to new or existing users to control their access to various features and data within Tetra.