How do I manage users?

If you are a user admin, you are able to add new users or update user permissions (up to your own access level).

Adding new users
  1. Click on your initials in the top right hand corner of the screen, then select Manage users from the dropdown menu.




  2. In the user management dashboard that appears, click the yellow button 'Add new user'.

    Step 1 with arrow

3. Add the user's name, email and role

4. Define their permissions using the tick boxes

Permission structure

Admin - can manage Users, User Notifications, Site photos, Areas, and use all features

User - can use all features

Permissions can be granted at the Account level (all sites) or at one or multiple site level using the tick boxes.


5. Click 'Add new user' to confirm the details and issue the new user invitation.

6. The new user has now been invited to Oculo. They will receive an invitation to their registered email address, and need to click the link to activate and set their account password. 

Activation emails could end up in the spam folder, so please advise new users to check if it cannot be found in their main inbox.

If you see error message 'User email address must be unique' this means that there is already a user account for that user. It is possible that you would not have visibility of that user's existing account depending on your own admin permission level, so if in doubt please contact help@oculo.ai to confirm.

 

Managing existing users

  1. Click on your initials in the top right hand corner of the screen, then select Manage users from the dropdown menu.




  2. In the user management dashboard that appears, find the user account using name search or filters
  3. Click the 3 dots next to the user, then Edit

4. Update the user's permissions with the check boxes

Permission structure

Admin - can manage Users, User Notifications, Site photos, Areas, and use all features

User - can use all features

Permissions can be granted at the Account level (all sites) or at one or multiple site level using the tick boxes.

5. Click Save Changes for changes to take effect

 

Last Updated: 02/04/24