Users

Users

This article explains how to invite users to RedCarbon and manage their access and permissions.

Inviting Users

Users can be invited to RedCarbon by organization administrators. To invite a new user:

  1. Navigate to the Organization Admin section in the sidebar.
  2. Click on the Users tab.
  3. Click the Invite User button in the top right corner.
  4. Enter the user's email address.
  5. Select the appropriate role for the user (see Roles for role descriptions).
  6. Click Send Invitation.

Remember to assign the user to the correct group (see Groups for group descriptions).

Invite Users

The invited user will receive an email with instructions to set up their account and create a password.

User Account Activation

When a user receives an invitation:

  1. Click the activation link in the invitation email.
  2. Create a secure password following the password requirements.
  3. Complete the account setup by providing any required profile information.
  4. Log in to RedCarbon using the registered email and password.

Managing Existing Users

Organization administrators can manage existing users from the Users tab:

  • View Users: See all users in your organization with their roles.
  • Set roles: Modify a user's role or permissions.
  • Remove User: Permanently remove the user from the organization.

Best Practices

  • Assign the minimum necessary role for each user's responsibilities.
  • Regularly review user access and remove accounts that are no longer needed.
  • Use role groups to manage permissions for teams with similar access requirements.