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      Set up user roles and permissions

      User roles and permissions in Emitwise help you control who has access to certain features and data.

      Introduction

      User roles and permissions in Emitwise help you control who has access to certain features and data. By inviting new users and assigning their permission levels, you can ensure each team member only sees what’s relevant to them.

      Step-by-Step Guide

      1. Open Company Settings

        • Click your avatar (top right) in Emitwise.
        • Select Company Settings from the dropdown.

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      2. Go to User Management

        • On the left panel, choose User management.
        • You’ll see a list of current users, including their name, email address, status, and invite date.

      3. Invite a New User

        • Click Invite user (top right of the user table).
        • A modal appears.

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      4. Enter User Details

        • Provide a name and email address for the person you’re inviting.
        • Check “Restrictions” if you want to limit their access to others’ data, dashboards, or reports.

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      5. Click “Invite”

        • The new user appears in your table with a status like “Invited to register.”
        • Once they accept the invitation and sign in, their status changes to “Registered.”

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      Conclusion

      You’ve set up user roles and permissions, ensuring every person in your organization can view or edit only what they need.