Manage Users and Roles

the users page allows you to manage users, including adding new ones and assigning roles user management the users page is accessible through the navigation menu the page shows all users belonging to an enterprise account, direct customer account, or underlying customer account all users are listed add a new user to add a new user, navigate to the users page from the main left navigation menu and then click the "add" button in the top right corner of the screen in the flyout, add an email for the new user and select the desired user role you can only assign roles with lower permissions than your own assign a user role role assignment is an important part of the user management process a role is assigned when the new user is created or when the user is required to have additional permissions to change a user role, navigate to the users page, search for and select the user, and update the selected role in the flyout roles and permissions archipelago has roles to fit every customer or user leader leaders with a team or teams that manage a book of business admin accountable lead on an account; should manage roles for supporting team members editor team member supporting an account and needs full edit access contributor—users who are responsible for editing or adding specific properties but don’t need access to the full sov reviewer users who only need to view the sov or export sov related files, such as model ready files doc uploader users who only need to upload documents associated with an sov and do not need to view sov data changing primary contact update the primary contact to ensure the right person is associated with a client account only admins can be a primary contact navigate to client accounts locate the account you wish to update on the far right under actions , click the three dots ( ) and select edit use the dropdown to select the new primary contact click save