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Users

This is where you define the users that can log in to WonderSuite and where you assign each a role. The role that you assign determines the functionality that each user can access.

To create a user:

  1. Click the Account Settings button that appears in the top-right corner.
  2. Select Users & Activity → Account Users. A list of all the users that have been created in your account is displayed.
  3. To create a new user, click the Add User button.
  4. Fill out the Name and Email of this new user.
  5. From the Role dropdown menu, select one of the roles defined in Roles and Permissions.
  6. Click Save. An invitation is sent to this user with a link they can click to start working with WonderSuite according to the role assigned them.

The user list also shows a Groups column with the groups each user belongs to.

To find a user:

  1. Type a name or email into the search bar above the list. Any part of either matches — you do not need the beginning of the name.
  2. Use the Role dropdown menu to keep only the users holding one of the roles you select. You can select several roles at once, so picking every external role shows all your external users.
  3. Use the Status dropdown menu to keep only Activated users (they have accepted their invitation) or only Pending ones (they have not).

The counter next to the filters shows how many users the current page is showing out of the total that match. Click Reset All to clear the search and both filters.

To change a user's groups:

  1. Open the user's action menu and select Edit.
  2. Use the Groups dropdown menu to add or remove groups. A user can belong to any number of groups.
  3. Click Save.

Note: Groups can only be assigned to an existing user. A user you have just invited appears in the list once the invitation is created, and you can assign their groups from that point on.