In Tetra, administrators can manage user access and permissions through roles and teams. This guide outlines how to control access at both the user and project level.
1. Accessing Teams, Roles, and User Management
To manage teams, roles, and user access:
• Step 1: Navigate to Organization Settings.
• Step 2: Only Admin users will have access to these settings.
From this area, you can view all users in your account and assign roles to them.
2. Creating and Managing Roles
To create and customize user roles:
• Step 1: Click on Roles from the left-hand side menu.
• Step 2: Choose from a variety of options based on the role type you want to create.
Tetra allows you to create unlimited roles and customize permissions to control granular access within the platform.
Permissions can include:
• Turning off certain features.
• Disabling the ability to share or export data.
• Controlling access to AI features throughout Tetra.
Important: All role-based permissions apply across the user’s entire account. Even if a user is invited to a project, their access is determined by their assigned role, not the project invitation.
3. Creating and Managing Teams
To manage access to projects through teams:
• Step 1: Click New Team and give the team a name.
• Step 2: Assign members to the team from your list of users.
Teams make it easy to control access to projects. Instead of inviting individuals to a project, you can invite entire teams, ensuring that all members have the appropriate access.
4. Inviting Teams to Projects
When managing projects, you can:
• Invite individual users or
• Invite teams or multiple teams to a project, simplifying access control for larger groups.