Users
Last updated
Last updated
This feature allows you to share your BMS account with your partners and colleagues, it is also where you can manage your account's users and define what each user will have access to.
Fill in the details:
E-mail: Inform the e-mail to which you will grant access to your account.
Access: Include this user in a group and/or attach some policies to define what this user can have access to.
Example 1: The policy " ACC - Account - Full Access" will grant the user full access to the account feature, meaning that the user can edit any information related to the accounts page. Example 2: The policy "BMS - All Features - Read Only" will grant the user only reading privileges, to all BMS features.
The added user will receive an invitation via e-mail to finish the sign-up or sign-in process.
Attention! Be careful when deleting users, this action cannot be undone, and the user will lose access to your account.
On the Policies tab, after selecting a user from the list, you will be able to visualize the policies attached to this user, a brief description of the policies, and how they were attached, directly or by group.
On the Groups tab, after selecting a user from the list, you will be able to visualize, the groups in which this user is included, the tags that were set for the group and a brief description.
Click on to add a new user.
Groups: You can select a previously created group and include users in this group, it's also possible to create groups directly from this form, by clicking on and then on . To learn more about how to manage your groups, access our Groups article.
Policies: You can attach policies to your users to define what they will have access to, click on to open the policies selector, search for the policy you will attach to this user, select it and then click on to confirm your selection. Each policy grants access to unique features. These policies are named after the features they provide access to and are based on two modes: full access, which allows the user to create, delete, or edit, and read-only, which permits only viewing access.
After finishing your settings click on to save them.
It is possible to edit the policies and groups attached to the users by clicking on at the same row as the user you need to edit, the e-mail field cannot be changed.
It is also possible to delete users by clicking on at the same row as the user you need to delete and then confirming it on .
