Overview

ℹ️

An Umbrella user

• A user is a person using the Umbrella platform. She belongs within a single organization.
• A user views data, performs actions over this data, generates new entities, and so on, according to the role(s) she is assigned to.
• A user is linked to a role or multiple roles

As an Organization Admin or a User Management admin within Umbrella, you can:

• Invite (Add) new users to your organization
• Enable, disable and even delete existing users
• Update the roles assigned to these users

Add users

• In the users tab, click on Add Users and follow the wizard steps
• Invite users
  • Invite up to 10 users in bulk, write their emails in the text box
  • Or upload a CSV with up to 49 emails. Note the first line in the file should be the title column "email"
• In the 2nd step, you can assign the relevant role(s) to them. You can update the role at later phases.
• Users you have added will receive an invitation email, scroll down to view an example.

Welcome email