Q: Can a user have multiple roles?
A: Yes, users can be assigned to multiple roles. Additionally, multiple users can be assigned to the same role.
Q: What actions can I do on the User Management page?
A: Users can create new users, edit existing users, and see all the role descriptions and details from the User Management page.
The user(s) with the Account Administrator role can edit their own profile, edit other user profiles, deactivate and activate accounts, change roles on accounts, and make other users Account Administrators. To prevent organizations from locking themselves out of the platform, the Account Administrator cannot remove the Admin role from themselves. However, an Account Administrator permission can always be removed by another account administrator.
Q: What is the difference between pending and deactivated users?
A: Pending Users have been invited to join the ProcessUnity GRX Platform within a company account but they have not accepted the invitation / logged into the platform.
- These users cannot be deactivated, they can only be deleted
- Once they accept the invitation / log in, they will appear as active users
Deactivated Users are users who were Active at one point, but subsequently deactivated by an Account Administrator.
- Once a user is deactivated, they will no longer have access to the platform.
- Their information will still be available in the platform while they are deactivated and will stay there until they are deleted.
- The only roles that can deactivate users are the Account Administrator and Platform User Manager.
Q: How do I delete a user?
A: Users with the Account Administrator role can delete users by going to the “Edit” modal on the User Management page and selecting the “Deactivate” button. Once the user is deactivated, the Account Administrator can then select the “Delete” button on the same “Edit” page.