Admin Overview

The Admin page lets you manage user access and roles. You can add or remove users, edit user details, and adjust roles to control permissions. Use this page to keep your team’s access up to date and aligned with your needs.

Adding users

As long as you have the Administrator role you can add or remove users from your Clavata instance. Click + Add User, fill out the information and hit Send invite.

An invite will be sent to the email listed to setup an account.

Removing users

Removing users is simple. Just click the X to the right of a user's name and confirm in the dialog screen that you intend to remove them from the account.

Editing user details

Once a user has been entered in the system they must be the ones to change their details such as first and last name. Clavata does not allow a user to change their email. If a user has a new email then they will need to have a new account created and an invitation sent to the new email.

Adjusting user roles

Adjusting user roles requires the administration privileges. If you are an admin you can select between Administrator or Contributor for the roles.

Administrator

Admins can add and remove users, update roles of existing users, and send invitations. They have also have full access to their instance such as creating and updating policies, modifying datasets, etc.

Contributor

A contributor can create and update policies, modify datasets, and perform any action except for administrative ones such as adding and removing users, updating roles of existing users, and sending invitations.