Manage Users

Note: Only Admins have the ability to manage users within Ediphi.

Ediphi offers the ability to seamlessly manage users and provide certain permissions of your choosing depending on your status. See below to learn about the different user types and permissions and what they have access to.

In this article:

Adding a User

To invite a user to Ediphi, please follow these steps:

  1. Hover over the Admin button located in the top-right corner of the screen.
  2. Select Users.
  3. Click the New User button.
  4. Add their Name, Email, and decide if you would like to make them an Admin.
  5. Click Save.

The user will receive an email invitation from Ediphi, and provide them with a temporary password they can use to sign in. The email will look like this:

Note: If you mistype or misspell a user’s name when you initially create their account, please contact our Support team for assistance and they'll be happy to get it updated for you.

Permissions

In Ediphi, there are 3 main user permission levels:

  • Non-Admin: Can access only the projects they have created, are set as Project Owner to, or have been invited to.
  • Regional Admin: In addition to all Non-Admin permissions, can grant Owner access to users for any project within one or more Regions they are assigned to.
  • Admin (Global Admin): Has full platform-wide access, including managing users, modifying permissions, and revoking access.

To update user’s permissions:

  1. Search for your new user within the User’s list.
  2. Click the ellipses next to their name.
  3. Click Edit.
  4. Choose Global Admin, or, to make them a Regional Admin, select a region by clicking on No regions selected yet. Then, choose the region(s). Choosing Disabled will disable the user’s account entirely and prevent them from logging in, without deleting their account completely.
  5. Click Save.

For more details on project-specific permissions, check out this article: Project Permissions.

Removing a User

There may be times where you will need to remove a User from your environment entirely. See the steps below for how to do this.

  1. Hover over the Admin button located in the top-right corner of the screen.
  2. Select Users.
  3. Click on the ellipses next to the user you wish to remove.
  4. Click Delete.
  5. A modal will appear asking you to confirm. Click Confirm.

To temporarily revoke access or disable a user’s account:

  1. Hover over the Admin button located in the top-right corner of the screen.
  2. Select Users.
  3. Click on the ellipses next to the user.
  4. Select Revoke Access (this forces a re-login on the user by logging them out immediately). Alternatively, click Edit, then choose Disabled, then Save (This will temporarily prevent the user from logging in, but access can be restored at any time).

Note: If your company uses SSO, these steps may not apply or may differ slightly. Please contact your IT department for further guidance.

If you have any questions, feel free to contact our support team and we'll be happy to help!

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