Add a user and manage permissions
🧠Context
User management allows you to grant access to the Caladeo platform to members of your team by defining roles and permissions adapted to each user’s responsibilities.
Each user has a personal account that gives them access only to the features they are authorized to use (catalog management, financial reports, administration, etc.).
Careful user management ensures data security and efficient team organization.
🎯 Goal
Add and edit users in order to control access to the platform and assign the appropriate permissions to each team member.
🧭 Where can you find this feature?
To add or edit users, go to the Settings menu, then open the Users tab.
If the Settings menu does not appear, it means you do not have the required permissions to manage your Caladeo workspace. In this case, contact a team administrator so they can adjust your permissions or make the changes for you.
🛠️ Step by step
Follow these steps to add a new user:
- In the main menu, click Settings.
- Open the Users tab.
- Click New user.
- Enter the basic information:
- Name: first and last name of the user
- Email address: login identifier
- Password: choose a strong password to ensure data security
- User icon color
- Phone number
- Click Create user.
Once the user has been created, select them from the list to:
- Assign a user role
- Manually configure their permissions
❓Frequently asked questions
Can I deactivate or delete a user?
Yes. You can delete a user at any time from the user settings.
If you want to prevent a user from accessing the platform without deleting them, you can change their password so they can no longer log in.
How do I enable two-factor authentication (2FA)?
Two-factor authentication must be enabled individually by each user.
To do so, the user must:
- Click on the icon with their initials at the bottom left of their Caladeo workspace
- Go to the Additional security section
- Enable two-factor authentication (2FA)
⚠️ Good to know
- User roles can be configured by an administrator via Settings > Roles.
- An email address can only be linked to one user in Caladeo.
- User accounts are personal and must not be shared.