User Management

If you have a Professional or Enterprise plan you can add users to your organization and share subjects and reports.  You must be the organization administrator in order to manage users and roles. In general, the organization administrator is the user who signed up online or the email address associated with the billing account.

 

To add a new user, go to the My Account page and click on "Manage Users" next to your company name.  You will see your name and email listed as the Admin of the account.  Click the "Add User" button to add a new user.

 

You will be required to enter a first name, last name, and email address. Ferretly will then send an invitation email to this user and they will show in your list as pending until the user clicks on the join organization link in the email and completes their registration.

By default, every user created will have access to all subjects in the organization.  If you want to limit the user's access to only subjects they own, then uncheck the "Allow access to all subjects in organization" check box.  This is also available via the user action menu on the Manage Users page.

In addition, you can specify if you want the user to have the ability to assign subjects to other users in the organization.  By default, this setting is checked. Uncheck "Allow subject assignment" in order to restrict this feature for the new user.

 

Once the user accepts the invitation and provides a password, they will then be able to add new subjects and run background checks.   A regular user can not manage users, add credits, or change payment methods.

You can also make a user the Admin of your organization by clicking on the action menu next to the user's name and selecting Make Admin from the menu.  

Related Topics:

Manage Application Settings

Adding Background Search Credits