Adding a role to my Oyster account

This article shows you how to assign access roles to new and current users in your Oyster account.

Prerequisites 

  • You have Admin access to your organization’s account.
  • You are logged in to the Oyster Platform with your Admin credentials.

Add a role to a new user

  1. Click Company > Settings in the left navigation bar.
  2. Select the Access level tab.
  3. Click the Add role to user or new user button.

add-role.png

  1. Select the New User option and click Continue.

add-role-new-user.png

  1. On the User information page, do the following:
    • Type the user's name
    • Type the user's email address
    • Click the Available Roles drop-down menu and select the relevant role.
    • Click Continue.

Screen_Shot_2022-06-20_at_2.49.32_PM.png

  1. Click Continue to add the new role to your company account.
    • The new user receives an email invitation to join your account under the role level you selected.

 

Add a role to an existing user

  1. Click Company > Settings in the left navigation bar.
  2. Select the Access level tab.
  3. Click the Add role to user or new user button.

Screen_Shot_2023-05-03_at_3.59.01_PM.png

  1. Select the Existing user option and click Continue.

add-role-existing-user.png

  1. Type the user's name or email in the search bar and select the user from the options that appear.

add-role-find-existing-user.png

  1. Click the Available Roles drop-down and select the relevant role.

add-role-find-existing-user.png

  1. Click Continue to add the role to the user in your company account.
    • The new role is activated immediately upon completing the process.

Was this article helpful?

1 out of 1 found this helpful