In this article, you will learn:
How to create a user
- The steps to create a new user,
- The difference between users in the open and closed models.
How to edit an already existing profile
- The steps to edit the information of other users.
How to create a user?
In the user section, you have an overview of all the users who are part of your room.
To add a new user, follow these steps:
- Click on ‘+Add user’ to create and invite a new user.
- Enter the e-mail of the new user,
- Please fill in all required fields, indicated with an asterisk.
- Decide the role this user should have in the room.
- Add the user to group(s): You have the possibility to add users to groups. Groups are collections of people who often attend the same meetings or collaborate regularly. They make it easy to add everyone to a meeting at once, alongside other participants.
- "Send Invitation" or "Create and Invite later" : You can decide to either invite a user immediately or save it as a draft and send the invitation later. If you click on "Invite" the new user will receive an email with a link to accept the invitation.
The Open Model allows all users in a room to create and edit meetings, as well as see everyone in the room.
- User: Meeting organiser for specific meetings, and only for the groups they are a part of.
- User +Group Management: Meeting organiser and library manager for groups they belong to. They can also manage the groups they belong to.
- User +User Management: Meeting organiser and library manager for groups they belong to. They can also manage the groups they belong to. They can also manage users.
- Organisation Reports +Group Management +User Management: This user does not have access to any individual room, they manage Sherpany on an organisational level, and manage users and reports.
- Guest licence: This is user can external and be invited to a specific meeting/items. He can only access items he has been invited to, can access Topic Hub and submit topics, can’t access the library, can’t create or edit meetings.
In the Closed Model, users are divided into those who can create and edit meetings, and those who can only view meetings.
- User with Restricted Permissions: Meeting participant without editing permissions. This user is able to take part in meetings, but not create or edit them.
- User: Meeting organiser for specific meetings, and only for the groups they are a part of.
- Assistant: Connected to a user or user with restricted permissions. They have access to their connected user's personal notes and documents.
- User +Group Management: Meeting organiser and library manager for groups they belong to. They can also manage the groups they belong to.
- User +User Management: Meeting organiser and library manager for groups they belong to. They can also manage the groups they belong to. They can also manage users.
- User +User Management +Access All Content: Meeting organiser and library manager for groups they belong to. They can also manage the groups they belong to. They can manage users and have access to all content.
- Organisation Reports +Group Management +User Management: This user does not have access to any individual room, they manage Sherpany on an organisational level, and manage users and reports.
- Guest licence: This is user can external and be invited to a specific meeting/items. He can only access items he has been invited to, can access Topic Hub and submit topics, can’t access the library, can’t create or edit meetings.
How to edit an already existing profile?
From the User section, you can also edit the information of other users.
To do that, you will only have to:
- Select the user you want to modify, a side panel will appear
- Click on pen icon at the top left of the panel
- Make the desired changes
- Click on "Save" to save the changes made
Tip from your support team
We always recommend you to have two users who can manage users in your rooms. For security reasons, the user manager is the only user able to change any information of another user. However, they can not change their own information. Having two users who can manage users is the best way to be sure, in case one of them needs to update their information, that they will be able to do it.
For more meeting management tips, join our Ambassador Program inside the App.