How to Manage Users & Roles

For accessing the Access management app, click the corresponding app button in the Treon Connect main menu.

It will give you access to two menus:

• Users presents a list of all current users.
• Roles shows and lets you make change to the different user roles and user access level.

Inviting New Users

To invite new users, press the Invite New button on the top right side. This will open a new window. Enter the name and email address of the new user, choose a role, and press Send Invite.

An email with all necessary information will be sent to the new user immediately. Clicking on the link provided in the email will open a browser window where the new user can set the password for the account and then log-in to Treon Connect.

Roles

There are three types of user roles which grants different permissions based on requirement. Owner Account: It’s the developer account created alongside the instance. Access to this is not necessary. Admin Account: Has full permissions to make changes in the Treon Connect platform. Only Admin accounts can invite new users.
User Account: This account can be limited or restricted to specific permissions or access to delimited applications inside Treon Connect. All newly created roles are considered User accounts.  

Creating New Roles

New roles can be created based on requirement or to limit the access to specific people or teams. You can specify the Role Name and select the access to the specific applications this role will have access to.  

Editing Roles

In case a role needs to be edited to provide different or more permissions, this can be done selecting the role and using the drop-down menu to check or uncheck the applications allowed.  

Upcoming feature: Complex user access control will let you decide which user has access to specific asset groups!

Filter & Search for Users

To filter the list of users, choose the Filters button and a new field will appear.

You can filter by user Name, Email and Registration date combined with an Operator and a Value.

You can also use the Search function to find a specific user.

Export Users List

To export a full or a filtered list of users, choose the Export button. You can choose between downloading the list as Excel file or as CSV file, or printing it.

Editing & Deleting Users

Should you want to edit or delete a user account, click on the name in the Users list and a new window will open.