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Users

From Users, you can view, modify, or create users for an organization, assign them roles, permissions in the Flexxible modules, and also set a default language for the consoles.

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User Creation

portalusercreation

In the main view, the New button will grant access to new users to the different modules (Portal, Workspaces, and Analyzer), once the fields for first name, last name, and email are completed.

Roles

In New -> Role, you can define the level at which Portal can be accessed:

  • User: limited access to the information of their organization.
  • Organization Administrator: can configure any permission equal to or lower than their own for the rest of the users in their organization or those dependent on it.

Permissions in Workspaces

From Permissions in Workspaces, access to Workspaces can be granted with the following levels:

  • No access.
  • L1 Support Team (Read Only).
  • L1 Support Team.
  • L2 Support Team (Read Only).
  • L2 Support Team.

Permissions in Analyzer

From Permissions in Analyzer, access to Analyzer can be defined:

  • Access.
  • No access.

Import and export users

The Import users button allows you to select a file from the device to include new users in Portal, to whom you can assign and configure levels and permissions, although these cannot be higher than those of the person performing the import.

If you are looking to perform a massive user import, Flexxible recommends first performing an export to obtain the Excel file with the proper format. From there, you only need to complete it with the required changes, and finally import it.

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Additionally, through Export users, it is possible to download an Excel file with the list of users in the organization and their respective data, including their permissions within the application, both in Portal and in the Workspaces and Analyzer modules.