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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

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:
      • Click on the "Add New User" tab.
      • Enter the new user's name and email address.
  • Select User Role:
      • Choose the appropriate user type for the new member.
  • Save User:
    • 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.