User management in Formality allows controlling who has access to the platform and to which content.
Go to Workspace settings > Users
Click Add a user
Enter the name and theemail address of the person
Immediately add this user to the groups concerned (one or more)
Groups define permissions and determine what will be visible or not to the user.
For a bulk import of users, contact your Customer Success Manager.
Go to the user list
Select the concerned user
Click Deactivate
The user will no longer be able to log in, but their account is kept for audit trail (no data is lost).
Tip: Anticipate your groups : create them before adding your users to save time
Last updated 5 months ago
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