Add a user and manage permissions

Context

User management allows you to grant access to the Caladeo platform to your team members, by defining appropriate rights and permissions for each person based on their role.

Each user has a personal account allowing them to access the platform and use only the features authorized for them (catalog management, financial reports, administration, etc.).

Rigorous user management ensures data security and efficient team organization within your company.

Objective

Add and modify users to control platform access and assign appropriate permissions to each team member.

Where to find this feature?

To add or modify users, go to the Settings menu, then to the Users tab.

If the Settings menu does not appear, this means you do not have the necessary permissions to manage your Caladeo space settings. In this case, contact an administrator on your team so they can adjust your permissions or make the changes for you.

Step-by-step

Here are the steps to add a new user:

1. In the main menu, click on Settings.
2. Open the Users tab.
3. Click on New user.
4. Fill in the basic information:
   • Name: user’s first and last name
   • Email address: login identifier
   • Password: choose a strong password to ensure data security
   • User icon color
   • Phone number
5. Click on Create user.

Once the user is created, select them from the list to:

• assign them 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 this, the user must:

• Click on the icon containing their initials at the bottom left of their Caladeo workspace
• Access the Additional security section
• Enable two-factor authentication (2FA)

Good to know

• User roles can be configured by an administrator from Settings > Roles.
• An email address can only be associated with one user in Caladeo.
• User accounts are personal and must not be shared.