Manage Wecan Comply users

SUMMARY

Add users to Wecan Comply

Manage user access rights to Vaults

Define a user as administrator on Wecan Comply

Define the rights of a user in a Vault

 

Add users to Wecan Comply

Users can be added to Wecan Comply from Wecan Admin, to enable centralised management of all your users across the different products in the Wecan Suite.

 

Add new user to Wecan Comply 11. Open the product menu, in the top menu.

2. Click on Wecan Admin.

Add new user to Wecan Comply 23. Click on Users, in the left menu.

4. Click on Add user button.

Add new user to Wecan Comply 3

5. Fill the last namefirst name and email.

6. Click on Wecan Comply.

7. Click on Add user.

 

✉️ Once you've added users, they will receive an invitation email.

Wait until you receive an email telling you that the user has finished creating their account and that you can now give them access to your Vaults.

 

Add a new user to Wecan Comply 1

8. Open the email "User "XXX" is waiting to be activated" and click on Manage vault(s) access.

Add a new user to Wecan Comply 29. Click on Settings, in the top menu.

Add a new user to Wecan Comply 310. In the Account Settings section, click on the Users menu.

11. Click on a user.

Add a new user to Wecan Comply 4

12. All your Vaults will appear at the bottom of the window. Tick to select/deselect an access.

13. Click on Update.

⚠️ No email is sent to the user, please inform them once you have given them access to your Vaults.

Manage user access rights to Vaults

Decide for each of your users what access rights they have to your Vaults.


Edit a user's access rights:

create-template

1. Click on Settings, in the top menu.

manage-user-access-to-vault-2

2. In the Account Settings section, click on the Users menu.

3. Click on a user.

manage-user-access-to-vault-3

4. All your Vaults will appear at the bottom of the window. Tick to select/deselect an access.

5. Click on Update.

 

Define a user as administrator on Wecan Comply

 

create-template

1. Click on Settings, in the top menu.

manage-user-access-to-vault-2

2. In the Account Settings section, click on the Users menu.

3. Click on a user from the list.

account-admin-right-3

4. Tick Account admin rights.

5. Click on Update.

Define the rights of a user in a Vault

 

create-template

1. Click on Settings, in the top menu.

Setting-user-roles-2
2. In the Vault Settings section, click on the Users menu.
3. Click on a user from the list.

Setting-user-roles-3
4. Click on a right to select it.
5. Click on Update.

Tips: View your users' rights at a glance from the ROLE column in the central table of the Users (Vault settings) page.

Roles & Permissions:

Name Wecan Admin access Wecan Comply Settings Write Read
Super Admin Yes Yes Yes Yes
Account Admin No Yes Yes Yes
Admin No Yes Yes Yes
Read & Write No No Yes Yes
Read No No No Yes