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  1. Account and Team Setup

Users

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Last updated 5 months ago

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The Users Page in Graphite Note provides administrators with tools to manage team members, assign roles, and update user details. It can be accessed by clicking the wheel icon (⚙️) in the top-right corner and selecting Users.


User List

Displays all team members with details such as user code, name, AI content language, email, assigned role, and activation status. Administrators can manage users directly from this list.


Inviting New Users

New users can be invited by clicking on the Invite user button and entering their email address and assigning a role (e.g., Viewer, Administrator, or a custom role) from the Users Page. Once the invitation is sent, a user profile is automatically created within the system, even before the user accepts the invitation. This allows administrators to manage and edit the user’s details, such as their name, role, or preferences, immediately after the invitation is issued. The profile becomes fully active once the user accepts the invitation via email.


Editing Invited user

Once a user is invited, administrators can edit their details by clicking the gear icon under the Action column on the Users Page. This opens the Edit User Panel, where the following information can be found:

• User Code: A unique identifier for the user (non-editable).

• Name: Modify the user’s display name to ensure accuracy or reflect changes.

• AI Generated Content Language: Select the user’s preferred language for AI-generated content.

• Select Avatar: Customize the user’s profile avatar by choosing from a range of color options for better visual distinction.

• Email: Update the user’s registered email address.

• Role: Change the user’s assigned role (e.g., Viewer, Administrator, or a custom role) to adjust their access permissions.

Changes are saved by clicking the Save button, ensuring the user profile reflects updated details. This flexibility allows for seamless management of team members’ information and roles.

Accessing Users page
Editing invited user