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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 Company permissions tab.
  3. Click the Set permissions to users button.

Company_permissions_page.png
  1. On the Set permissions to user page, do the following:
    • Type the user's email address
    • Type the user's full name
    • Click the Permissions drop-down menu and select the relevant role.
    • Click Continue.

Screenshot 2024-04-17 at 11.05.01.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.

Screenshot 2024-04-17 at 11.05.10.png

 

Add a role to an existing user

  1. Click Company > Settings in the left navigation bar.
  2. Select the Company permissions tab.
  3. Click the Set permissions to users button.

Company_permissions_page.png

 

  1. On the Set permissions to user page, type the Existing user's email address

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  1. The existing user's full name and email address will be displayed with the existing permissions 
  2. Click the Permissions drop-down menu and add more permissions.

Screenshot 2024-04-17 at 11.21.50.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.

Screenshot 2024-04-17 at 11.26.02.png

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