Adding User & Applying Role
✅ Assign roles to users to manage system access.
A user is an individual granted access to the system. They have permissions determined by the role assigned to them.
Types of Users
There are two types of Clevero users:
- System Users - These are users who have access to the main back end Clevero platform and its capabilities, and are typically members of your organisation.
- Portal Users - These are users who will interact with Clevero via the Portals functionality, having a branded and curated experience, and accessing narrowly scoped data and functionalities. These are typically your external stakeholders.
Info:This article relates to System Users, with more information on Portals and Portal users explained here.
Provisioning a Licence
Before adding a new user, ensure that the required role licence is available. If you need a new licence, please contact Clevero Support to request one. Once Clevero Support confirms the licence, it will be updated in your account's licence records.
Watch the guided demo below to see how to add the new user with the appropriate role.
You can also follow the same steps using the written guide below.
- Click "Settings" and proceed to "System Settings".
- Choose the "Manage Users" option.
- Click the "+ User" button.
- Provide basic information, such as the user's first and last name.
- Then, input the required information, including:
- Email: An email verification will be sent to the provided address.
- Roles: Assign one or more roles to the user. Roles control system permissions and access.
Info:For more information about how to set up a role, see the Portal Roles page.
- Click on the "Save" button.
- The user will receive an email to verify their email address and activate their Clevero account.
- We will give you a temporary password for your initial login, and we highly recommend that you update it. See the Updating Your Password page for more information.
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Updated 3 months ago