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:
- Click on "+Add user" to create and invite a new user.
- Enter the email address of the new user.
- Fill in all required fields.
- Decide the role this user should have in the room.
- (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.
- 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?
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.
- 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:
Select the user: a side panel opens.
Click the pen icon at the top left.
Make your changes.
Click "Save".