User Management

The User Management system in Octo platform allows administrators to invite, manage, and control access for team members. This comprehensive system handles user invitations, role assignments, and ongoing member administration through an intuitive interface.

Accessing User Management

1. Navigate to the left side panel
2. Click on "More"
3. Under the Management section, select "Member"

1. You will be redirected to the Members List

Inviting New Members

Step-by-Step Process

1. Initiate Invitation
2. Click the "+ Invite New Member" button

• Enter the email address of the person you want to invite

• Set User Role

• Admin Role: Check the admin option to invite the user as an administrator

• Member Role: Leave unchecked to invite as a regular member

• Send Invitation

• Click Send Invite to dispatch the email invitation
• An invitation email will be automatically sent to the specified address

Invitation Acceptance Process

1. Email Reception: The invited user receives an email invitation
2. Acceptance: User clicks the Accept Invitation link in the email

1. Status Update:
2. Pending: Displays "Pending Acceptance" until the user responds.
3. Accepted: Displays automatically if member or admin after accepted.

1. Platform Access: User is redirected to the Octo platform sign-in page
2. Account Setup: After signing in, the user gains access to the Octo platform

Managing Existing Members

Accessing Member Actions

Each member entry includes a kebab menu (three dots) that provides various management options depending on the user's current status.

Pending Members Management

For users with pending invitations, the following options are available:

• Resend Invitation: Send the invitation email again
• View User Information: Review the invited user's details
• Cancel Invitation: Remove the pending invitation

Active Members Management

For users who have accepted invitations, administrators can:

• Remove Admin: Revoke administrative privileges to an admin
• Set as Admin: Grant administrative privileges to a member
• Remove Member: Remove the user from the organization entirely
• View User Information: Access detailed user profile and information
• Reset Password: Generate a password reset for the user's account

User Roles and Permissions

Note:
Members have limited access to platform features and cannot manage other users. Admins have full access, including inviting and managing members, modifying roles and permissions, and removing users from the organization.