Users

This page is only accessible for admin users

The user management page provides all the tools needed to efficiently manage and oversee users within the system. It allows implementation partners and elevated tenant users to view key user information and control permissions.

Overview

The overview section displays all users who have logged into the platform. Each user entry includes:

• Name: The full name of the user.

• Email Address: The email address associated with the user.

• Role: The user’s role within the system.

Users are automatically added to this list whenever they log in for the first time.

Actions

You can find the users and role page under platform → Users

• Edit Role: Adjust a user's role by selecting the dropdown in the actions menu on the right side of the overview.

• Delete User: Remove a user who no longer requires access to the system. Access is managed via Active Directory; deleting a user from the system will prevent access, but if the user remains in Active Directory, they can log in again and be recreated.

• Search / Filter: Use search and filtering tools to quickly locate specific users by applying filters such as name or email.

Roles

• Admin:

  • manage Features,

  • manage Access Rights

  • everything a regular tenant can do

• Tenant:

  • Manage companies and business partners

  • View, reprocess and cancel documents

  • Assign document errors to their implementation partner

  • Search the archive

• Read Only Tenant:

  • Can view everything a tenant can see

  • Cannot perform any action

It is recommended to assign users the minimum level of privileges necessary to perform their jobs effectively.

Examples

Here are some examples for assigning the correct roles to each person:

Admin:

• A department head

Tenant

• regular employees

Read Only Tenant:

• a external auditor to prevent accidental actions inside Routty.