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Version: 24.5

Users

From Users, you can view, modify, or create users for an organization, assign them roles, permissions in the Flexxible modules, and also set a default language for the consoles.

portal-users

User Creation​

portalusercreation

In the main view, the New button provides access for new users to the different modules (Portal, Workspaces, and Analyzer), once the fields of first name, last name, and email are completed.

Roles​

In New -> Role, you can define the level of access to the Portal:

  • User: limited access to the information of their organization.
  • Organization Administrator: can configure any permissions equal to or lower than their own for the rest of the users in their organization or for those that depend on it.

Permissions in Workspaces​

From Permissions in Workspaces, you can grant access to Workspaces with the following levels:

  • No access.
  • L1 Support Team (Read Only).
  • L1 Support Team.
  • L2 Support Team (Read Only).
  • L2 Support Team.

Permissions in Analyzer​

From Permissions in Analyzer, you can define access to Analyzer:

  • Access.
  • No access.

Import and export users​

The Import users button allows you to select a file from the device to include new users in the Portal, to whom you can assign and configure levels and permissions, although these cannot be superior to those of the person performing the import.

If you want to do a bulk import of users, Flexxible recommends first doing an export to obtain the Excel file in the correct format. From there, you only need to complete it with the required changes, and finally import it.

export_import_users

At the same time, through Export users, it is possible to download an Excel file with the list of the organization's users and their respective data, which includes their permissions within the application, both in Portal and in the modules of Workspaces and Analyzer.