How to Add Users and Edit 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.

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 email address and Role within Ceto.

• To add a new person, click on the blue Add User button in the upper right hand corner.
• To make edits for an existing user, clicking on the blue Edit text on the right of their profile row.

Step 4:

After you click on Add User, you will be taken to a form to add the user's email address, name, role and initial password for Ceto (user's will be able to change their own password once logged in). When choosing their role, you will have three options: Organization Manager, Organization Editor or Viewer. Select the appropriate role and then click on the blue Create New User button in the lower right hand corner to save the information you entered.

• Viewer: a user assigned the role of 'Viewer' can only view data in Ceto
• Organization Editor: a user assigned the role of 'Organization Editor' can view/add/edit/delete data for their own organization.
• Organization Manager: a user assigned the role of 'Organization Manager' can manage their organization, add users for their organization, and view/add/edit/delete data for their own organization.

Step 5:

If you click on the blue Edit text in the user's profile row, you will be able to edit the email address, name, role and password of the user. If you make any changes to these fields, 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 view the user's currently assigned permissions. Certain permissions are automatically granted based on the selected user role above. These permissions can be identified by a pink check box in the middle column under the Allowed From Role heading. Permissions in the Allowed From Role column can only be changed by changing the user's role above.

There are also permissions that can be manually granted or revoked by the Organization Manager. These permissions can be identified by a checkbox in the right column under the Allow heading (examples circled in blue below). If you would like to grant the user permissions beyond what is automatically assigned by their role, you can check the appropriate box in the Allow column. You can revoke any of these additional permission by unchecking the appropriate box in the Allow column.

Note: If you wish to broadly change the user's permissions, then you may want to update their role in the section above.

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.