Support Centre

How to create and edit users?

In this article you will learn :

  • How to create a user
  • The difference between roles in the open and closed models
  • How to edit an existing profile

Best Practice 

We recommend having at least two user managers per room. This ensures one can always update the other’s information:

  • Only user managers can change another user’s information.
  • They can't edit their own role, email or phone number.

How to create a user?

In the user section, you have an overview of all the users in your room.

To add a new user, follow these steps:

  1. Click on "+Add user" to create and invite a new user.
  2. Enter the email address of the new user.
  3. Fill in all required fields.
  4. Decide the role this user should have in the room.
  5. (Optional) Add the user to group(s). Groups are collections of people who often attend the same meetings or collaborate regularly. They make it easier to add everyone to a meeting at once.
  6. Choose between:
  • Send Invitation: the user immediately receives an invitation email with a link to register. Please also check this article in case a user is having issue to find or receive the invitation.

  • Create and Invite later: save the user as a draft and send the invitation later.

What the difference between roles in the open and closed models?

Open Model

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, only for their groups.
  • User + Group Management: organises meetings, manages library, manages groups they belong to.
  • User + User Management: same as above + can also manage users.
  • Organisation Reports + Group Management + User Management: manages Sherpany at organisational level, not individual rooms.
  • Guest licence: is external user. Can join invited meetings, access Topic Hub, submit topics. Can't access the library, create or edit meetings.
Closed Model
  • User with restricted permissions: meeting participant, cannot edit or create meetings.
  • User: Meeting organiser for their groups.
  • Assistant: Linked to another user. Accesses that user’s notes and documents.
  • User + Group Management: Organises meetings, manages library and groups they belong to.
  • User + User Management: Same as above + can manage users.
  • User + User Management + Access All Content: Same as above + has access to all content.
  • Organisation Reports + Group Management + User Management: Organisational level only, not individual rooms.
  • Guest licence: External user, same as in the open model.

How to edit an existing profile?

In the User section, you can edit the information of other users:

  1. Select the user: a side panel opens.

  2. Click the pen icon at the top left.

  3. Make your changes.

  4. Click "Save".

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