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User Management

CloudYali provides robust user management capabilities, allowing you to control access and permissions for your team members.

User Management Overview​

User Management Overview Figure: The User Management dashboard showing all team members, their roles, statuses, and available actions.

Team Members​

Invite users to your CloudYali account and manage their access permissions from the User Management section of the platform.

User Roles Explained​

Below is a table explaining the different user roles available in CloudYali:

RolePermissionsNotes
OwnerFull access to all features; manage billing, users, and integrationsCannot be deleted from the account
AdminManage users (invite, edit, remove), configure integrations, view all dataCannot delete the Owner
UserView data only; cannot manage users or integrationsLeast privileges; ideal for team members who only need to access reports or dashboards

Managing Users​

Adding a User​

To add a new team member:

  • Click the Invite User button.
  • Enter the user's email address.
  • Choose a role for the user (Admin or User).
  • Click Send Invitation.

What happens next:

  • The invited user receives an email with a link to join your CloudYali account.
  • Their status in the team list will show as Pending.
  • Once they accept the invitation, their status changes to Active.

Note: Only Admins and Owners can invite new users. Add User Figure: Dialog for inviting a new user to your CloudYali account.

Editing a User​

To edit a user's details or role:

  • Click the Edit icon next to the user's name in the team list.
  • Update the user's role (Admin or User) as needed.
  • Click Save to apply the changes.

What happens next:

  • The changes take effect immediately.
  • The user will be notified if their role has changed.

Note: Only Admins and Owners can edit users. The Owner's role cannot be changed. Edit User Figure: Dialog for editing an existing user's details or role.

Deleting a User​

To delete a user from your CloudYali account:

  • Click the Delete (trash) icon next to the user's name in the team list.
  • Confirm the deletion when prompted.

What happens next:

  • The user is immediately removed from your team list.
  • The user loses access to your CloudYali account right away.

Note: Only Admins and Owners can delete users. The Owner cannot be deleted. Delete User Figure: Confirmation dialog for deleting a user from your CloudYali account.

Notes​

  • Only the Owner has full privileges and cannot be deleted.
  • Admins can invite, edit, or remove other users, except the Owner.
  • Users can view data but cannot manage users or integrations.

For any questions or issues regarding user management, please contact support@cloudyali.io.

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