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Users

A User is someone who can use the resources of the eXate application. To manage users, navigate to the "Admin" section on the left-hand menu and click "Users." From here you can add, edit, and change the status of users.

Video walkthrough

From an earlier product version, so field names or screens may have shifted slightly.

Adding a User

Navigate to the "+" button next to the Users header under Admin, and fill in:

  • Username: username of the user
  • Firm: the firm associated with the user
  • Country: the country of the user
  • Department: the department to which the user belongs
  • Data Usage: what the data will be used for
  • Role: the role assigned to the user

Add Access to Data Subject Types

When adding a user, you can also give access to Subject Entity Types, which grants higher privilege to that user. To give access:

  1. Navigate to the user in question and click the edit button
  2. In the edit settings, navigate to the "+" button in the bottom right and select the Data Subject Types needed
  3. Confirm by clicking "Add Selected"