User management

Learn how to manage workspace users, product users, and edit permission level.

Workspace management

You can manage all users within your workspace by accessing the workspace settings page.

  1. Open your workspace

  2. Click on the "⚙️" icon to enter the settings

  3. Navigate to "Users".

Role

The roles will help you get an overview of what role the user has within your organization. This does not impact their permission level within the Uniscale workspace.

Access level management

In Uniscale, a workspace can have multiple solutions. You can customize the permission level for each user in the workspace and their access to each solution.

Get an overview below

Workspace owners, admins, and users require a subscription seat. Clients, however, do not require a seat and the amount of clients may be limited based on your subscription plan. Learn how to invite: Invite to Uniscale

Workspace account access

In a workspace, users can have the following account access:

Account accessDescription

Owner

Access to everything in the workspace

Admin

Can manage workspace settings and see all solutions

User

Will only have access to individual products.

Client

Can only have viewer access to products. This type does not count towards subscription seats.

Product access levels

You can customize the permission levels for each solution or service.

Product accessDescription

Admin

Can invite others to, has edit and delete rights.

Editor

Has edit and limited delete rights.

Viewer

Can only view and not edit.

Client

Can only view and not edit.

Does not need to be invited to the workspace but only to individual products. Does not count towards subscription seats.

Editing product access level

These permissions can be changed from a product via the product settings modal by following the steps described below:

  1. Open the desired solution or service.

  2. Within a product editor, click on the settings icons

  3. Navigate to "Members"

  4. Edit per user the column for the access level. To read more about the access levels: Product access levels

Changing access level to client

Please note that if you want to change the access level to "client", you will need to ensure that this person does not already have a workspace user.

Go to Workspace managementto remove the user from your workspace and you will be able to invite them to the product as a client.

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