User and Group Management
FractalScan Surface provides two levels of user management, Organisation Roles and Group Roles:
- Organisation Roles: what a user can do within your organisation
- Group Roles: what a user can do within a specific group
See Organisation and Group Roles for more information on the roles available.
When new users join your organisation, you or someone else with the correct permissions (admin or owner) will need to set the new user's roles for the organisation including any scan group you would like them to access.
When inviting someone to your organisation in FractalScan Surface, it is a good idea to add them directly to an existing group of scans, this allows them access to the scans as soon as they accept their invite. You also have the option of creating a new group to add them to, you will automatically be added as the administrator of that group. They will only be able to see the scans in the scan groups that they are added to. If you are not sure which roles they should have at the organisation or scan group level, the links on the invite page will pop-up a reminder.
It is recommended that the new user is guided to use multi-factor authentication (MFA) once their account has been set up, guidance is available for MFA and session expiry.
If you would like to manage organisation and group roles for all users, this can be done from the users page for an organisation. The users page can be accessed from the scan browser, via the three dots '...' icon.
On the users page you can search for users and manage their organisation role (the edit icon), or the groups they can access (the people icon). The user can also be deleted from the organisation if they no longer need access.
Remember to delete users when they leave your organisation.
When managing a user's groups, you will be presented with a new window where groups can be added or removed and group permissions amended.
Groups roles can be managed from the settings (the cog icon) for a specific group.
'Manage users of this group' will take you to the Users page described in the section above, where you can manage the groups roles for each user. Note that the scan group can also be renamed here, or deleted.
When creating a new group within FractalScan Surface, you will need to use the Users management page to add users to that group before they can see it. You will be automatically added as an administrator.
If you want to manage the groups for multiple users, this can also be done from an Organisation's users page. Use the checkboxes to select all the users you would like to add or remove from a group. At the top of the page you will then be able to select to edit these users to 'Manage Groups'.
To be able to add or remove multiple users from groups, they must either, all not be in the group (for adding), or all be in the group (for removing)
If you need to give some users separate permissions, such as one person being an admin for the group, then they will need to be added to that group individually.