User Management Basics

How To Manage Users On The Platform

There are multiple scenarios on how users can be added to account. 

1. Adding an Admin company user
2. Adding a Normal company user
3. Inviting an external user (Read & Write Permission)
4. Inviting an external user (Read Permission)
   

Company Users

If you create a company user with admin access, they will be able to see and edit every company workspace in the account. 

If you create a company user with "Normal" access, they will NOT be able to see company workspaces unless the admin(s) manually adds the normal access company user to a specific workspace through the "Workspace Settings" 

Under the "User Management" section and by clicking "Add User". This type of user management allows for admins to decide which portfolios to share access with when adding in normal users.

Select the company user you want to grant portfolio access to, then select the user permissions.

If a company user doesn't already exist, you need to create the company user through the organization page.
In the top right corner click on the section with user name's initials and than click "Organization". (If you are using other software layout you will find section with initials at the bottom left.)

Click "Add User" and fill out the required fields.

If you are looking to add a company user, whether an admin or normal user, follow this guide here: Helpdesk : Cryptoworth 

External Users

If you are looking to invite a user from outside of your organization into a specific workspace, the "Workspace Settings" will allow you to send a registration invite to the external user via email. The external user can have Read or Read & Write permissions for the specific workspace selected.
Click "Invite External User", provide user's email address and set a required permission level and hit "Invite button".

The below screenshot is the message the invited company user will get in their email inbox.

If you are looking to add an external user, whether the user will have Read or Read & Write permissions, follow our guide here: Helpdesk : Cryptoworth 

If You Were Invited To A Cryptoworth Workspace

If you were invited to a Cryptoworth Workspace, you should have an email asking you to create an account on Cryptoworth (see above screenshot). 

Step 1 

Click on the "Create an Account" button on the email to be redirected to the Cryptoworth sign up page and create your account user credentials.

Step 2 

Upon logging in for the first time, there will be a mini tutorial pop up, you may skip the tutorial if desired, although we highly recommend going through it. After the tutorial, you will notice the "pending invitation" button which will indicate the number of portfolios you have been invited to, click your pending invitations.

Than it will ask you to choose a software layout. For the sake of example we'll choose "Horizontal" and click "Next"

Step 3 

Click on "Pending Invitations"

Each Workspace you were invited to will show up on this page. Click to "Accept" the Workspace invites then click on the "Go back to workspaces" button to see the newly accessible Workspaces.

We're all set!!