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Adding roles 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.

Steps

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

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  1. Select to add a role to a New User or an Existing User.

    The steps to add a role are the same for new users and existing users. In this example, we add a role to a new user.

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  1. Add the user's name and email address then select the relevant role from the Available Roles drop-down.

  1. Click Continue to add the new role to your company account.
    • New users: receive an email invitation to join your account under the role level you selected
    • Existing users: the new role is activated immediately upon completing the process

 

 

 

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