Users and Roles

Users

Users are members of your staff or, in some cases, additional individuals who you wish to have access to some or all aspects of your StrataFlows account. Add users by adding them manually or following the instructions on the Users page to import them from an Excel spreadsheet.

Navigate to the Users page by clicking the Users menu item. Then press the “+add” or “+import” buttons and follow their prompts to add new users. Users are emailed a link to set their password.

Roles 

There are many pre-configured roles that already exist in the system. A user can be a member of multiple roles. Each module has its own respective roles. Some examples of pre-configured roles are listed below.

• Tenant Admin: Administration role for all the modules and overall features of your account. 

• Module Admin: Administration role for one or more modules within your account. 

• Submitter: End user who submits requests.