How to Add and Edit Your Users and Their Permissions

Step 1:

From the dashboard, click on your name in the upper right hand corner and then select Organization Profile from the drop down menu. Note: you will only have access to this if you have the appropriate permissions to.

Step 2:

Click on Users and Permissions in the menu on the left hand side.

Step 3:

From here, you will see a list of all of the users in your organization as well as their title, email address and role within Ceto. You may either click on the blue Add User button in the right hand corner or you may edit an existing user by clicking on the blue Edit text to the right of their profile.

Step 4:

If you click on Add User, you will be taken to a form to add the user's contact information, role and password for Ceto. When choosing their role, you will have three options. The options are Organization Manager, Organization Editor or Viewer. Click on the blue Create New User button in the lower right hand corner to save the information you entered.

Step 5:

If you click on Edit next to a user's profile, you will be able to edit the email address, name, role and password of the user. If you make any changes to these sections, click on the blue Update User button in the lower right hand corner to save the changes.

Step 6:

If you continue to scroll down on this page, you will also be able to edit the users's permissions. Default permissions are set by the user's role. If you wish to broadly change the user's permissions, then you may want to first update their role in the section above. However, if you only wish to change their permissions to a few items, then you may check or uncheck items in this list.

Step 7:

After you have made adjustments to the user's permissions, make sure that you scroll to the bottom of the page and click the blue Update Permissions button in the lower right corner to save your changes.