--- title: Manage Users and Roles in Admin & Settings description: This guide provides an overview of the different types of users in C-Link and how to manage them. --- [Skip to content](https://knowledge.c-link.com/en/guides/understanding-admin-settings-on-c-link#main-content) English Show submenu for translations ![logo.svg\]](https://knowledge.c-link.com/hubfs/Imported%20sitepage%20images/logo.svg) Open main navigation Close main navigation - English Show submenu for translations - [Log a support ticket](mailto:support@c-link.com) [Log a support ticket](mailto:support@c-link.com) Welcome to the C-Link Knowledge Base - There are no suggestions because the search field is empty. 1. [C-Link Help Centre](https://knowledge.c-link.com/en/guides?hsLang=en) 2. [Getting Started with C-Link](https://knowledge.c-link.com/en/guides/getting-started-with-c-link?hsLang=en) 3. [Account Set-up](https://knowledge.c-link.com/en/guides/getting-started-with-c-link?hsLang=en#account-set-up) # Manage Users and Roles in Admin & Settings ## This tutorial explains how to use the new Admin & Settings area in C-Link to manage user roles, groups, and external members effectively. You will learn about the platform's updated features designed to improve administration and collaboration. **Estimated Read Time: 3 Minutes ⏱** --- #### **Sections in this Article:** - [Accessing Admin & Settings](https://knowledge.c-link.com/en/guides/understanding-admin-settings-on-c-link#access-admin-settings) - [Adding New Users](https://knowledge.c-link.com/en/guides/understanding-admin-settings-on-c-link#new-user) - [Creating Roles types](https://knowledge.c-link.com/en/guides/understanding-admin-settings-on-c-link#roletypes) - [Creating Groups](https://knowledge.c-link.com/en/guides/understanding-admin-settings-on-c-link#usergroups) - [Adding External Member](https://knowledge.c-link.com/en/guides/understanding-admin-settings-on-c-link#extmembers) - [Full Walkthrough Video](https://knowledge.c-link.com/en/guides/understanding-admin-settings-on-c-link#walkthrough-vid) --- ### **🧑‍💼 Accessing Admin & Settings** You will now see a new area within the main menu called Admin & Settings as opposed to Team Manager. This area of the platform will only be accessible to **(all other users will not be able to see this tab).** - Super admins - Admins - Managers. ### **➕ Adding New Users** To add new people to your C-Link team, follow these steps: - **Add User:** 1. Click on the "Add New User" tab. 2. Enter the new user's name and email address. - **Select User Role:** 1. Choose the appropriate user type for the new member. - **Save User:** 1. Confirm the details and save the new user to your team. ### **👥 Customisable Role Types** You can now pre-define your roles based on job titles and permissions within your business.  - Name the role, assign a user type, and describe the activities associated with this role. - A list of roles' permissions is available in the Roles & Permissions tab. These roles ensure that different team members have appropriate access levels based on their responsibilities. --- ### **👥User Groups** - Users can now be added to groups. - Allowing access limited to certain Projects. This has to be done by the C-Link team at this point in time. Future releases will allow you to create your own groups and add users to them. For now, to create a group, please contact your Customer Success Manager. --- ### **➕Adding External Members** External members can now be added once to C-Link. These are not C-Link users, but individuals who are; 1. Contract witness signees. 2. Project team members, for visibility. This allows you to avoid repeatedly entering their details, as they may be referenced multiple times throughout the project lifecycle. ### **Summary ✅** This tutorial guides you through using C-Link’s new Admin & Settings to manage users, predefine roles, understand current group set-up process, and add external members efficiently. ### **🎥 Full Walkthrough Video** For a comprehensive guide, watch the full walkthrough video below: 00:00: This tutorial explains how to use the new admin & settings area in C-Link to 00:04: manage user roles, groups, and external members effectively. 00:08: You will learn about the platform's updated features designed to improve 00:12: administration and collaboration. 00:15: C-Link's 00:16: new admin & settings part 00:17: of the platform has been designed for clearer role management, storage of external 00:21: members, streamlined user invitation, and improved platform navigation. 00:26: You will now see a new area within the main menu called Admin & Settings, rather 00:30: than Team Manager. 00:32: This area of the platform will be accessible only to super admins, admins, and 00:36: managers. 00:38: All other users will not be able to see this tab. 00:41: You will arrive at the admin & settings area and see a completely new layout. 00:46: To add a new user simply click the 'Add New User' tab and enter the users name, 00:50: email, role, and invite them to the team. 00:58: You can now pre-define your roles based on job titles and permissions within your 01:02: business. 01:05: To do so, head into roles and permissions, select the green add new role button. 01:10: Name the role, assign a user type and describe the activities associated 01:14: with this role. 01:26: Users can now also be added to groups. 01:28: This has to be done by the C-Link team at this point in time. 01:33: Future releases will allow you to create your own groups and add users to them. 01:39: For now, to create a group, please reach out to your customer success manager 01:44: Also, you have a place to add external members to C-Link. 01:48: These are not C-Link users, but people who may need to witness DocuSign or be project 01:53: team members. 01:55: This allows you to avoid repeatedly entering their details, as they may be referenced 01:59: multiple times throughout the procurement cycle. 02:02: You can add them the same way, with name, email address, and role, and you can also 02:06: add them to a group. 02:09: This tutorial guides you through using C-Link's new admin & settings to manage users, 02:14: predefine roles, understand current group set-up process, and add external members efficiently. 02:19: members efficiently.   ---   - 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