Managing users | InView

Users can have one of the following roles:

Analyst - Users with the analyst role can perform the following tasks:

• View and export grids
• Claim documents for workflow assignments
• Submit workflows for approval
• Add notes
• Add contacts
• Add, edit, and view all entities

Manager - Users with the manager role can perform the following tasks:

• All tasks that the analyst can perform
• Add and modify users
• Add and modify teams
• Update the document workflow due date for a document
• View the activity log for the workflow

Portal administrators - Users with the portal administrator role can perform the following tasks:

• All tasks that the manager can perform
• Turn the workflow on and off by document type
• Update and modify the workflow due dates
• Rename document types
• Create the document name format for all documents
• Fix and resolve document issues for documents in the draft grid

1. From the Profile menu, click Users.
2. Click + Add User.
3. Enter the user's information. All fields with an asterisk (*) are required.
4. Click Save.

1. From the Profile menu, click Users.
2. Click the name of the user whose information you want to edit.
3. Make any changes.
4. Click Save.

Teams determine who can access document types for which workflow is turned on. The team assigned to a fund or security has the rights to move the workflow along for documents assigned to that fund or security.

1. From the Profile menu, click Users.
2. Mark the checkbox in front of the users that you want to add to a team.
3. Click Add to Team.
4. Select one of the following options:
   • To add the user to an existing team, click Add to existing team and select the team.
   • To create a new team and add the user to it, click Create new team and enter a name for the team.
5. Click Save.

1. From the Profile menu, click Users.
2. Click the name of the user that you want to delete.
3. Click the three dots menu at the top right, and select Delete.
4. Click Delete.