DataHawk allows you to invite new users to your team's workspaces and assign them specific roles and permissions depending on their level of access. This guide will walk you through inviting new users and managing their permissions.

Inviting a New User

To invite a new user to your team's workspace:

1. Log in to your DataHawk account and navigate to the workspace you want to invite them to via the Switch Workspace option in the bottom-left button with your initials.
2. Click on the Invite a member option of the quick-actions button in the side nav (the one that looks like a hand).
3. Click on the Invite member button on the top-right part of the screen.
4. Enter the new user's email address and select the role you want to assign them via the "Access Level" option. You can choose from the following roles:
   1. Admin: Full access to the workspace, including the ability to invite new users and manage user roles and permissions.
   2. Member: Can view and edit data within the workspace but cannot manage user roles or permissions.
5. Click "Invite" to invite the new user.

The new user will receive an email invitation to join the workspace. Once they accept the invitation, they will be able to log in to DataHawk and access the workspace.

Managing User Permissions

To manage a user's permissions:

1. Log in to your DataHawk account and navigate to the relevant user workspace.
2. Click on the Members option in the bottom-left button with your initials.
3. Find the user you want to manage and click on the "Access Level" option next to their name.
4. Select the new role you want to assign to the user from the drop-down menu.
5. Click anywhere when the pop-up appears to acknowledge the modification.

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Note

Only users with the "Admin" level access can manage user roles and permissions. If you need to change your own role, you will need to contact an admin user to do so.

Removing a User

To remove a user from a workspace:

1. Log in to your DataHawk account and navigate to the workspace where the user is assigned.
2. Click on the Members option in the bottom-left button with your initials.
3. Find the user you want to remove and click on the "Access Level" option next to their name.
4. Confirm that you want to remove the user by clicking "Yes" in the confirmation dialogue box.

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Note

Removing a user from a workspace will permanently delete all of their data and activity within that workspace.

That's it! With these steps, you should be able to manage users and roles in your DataHawk workspaces with ease. If you have any questions or encounter any issues, please don't hesitate to contact our support team for assistance.