Invite New User(s)
Navigate to Settings > Users & Access> Users
Click the Invite Users button to invite up to 100 users at a time.
NOTE: All users invited at the same time will be granted the same roles and permissions.
Permissions within Epsilon3 are controlled through Roles. Roles can be assigned individually or through a User Group. All Roles and Permissions are additive and there is no limit to the number of roles or permissions that can be assigned to a user.
For more details about the Role Based Permissions and User Groups, please check out the following Help Center Article: Role Based Permissions.
Workspace Roles and Project Roles are separate entities and do not inherit from Workspace to Project nor from Viewer to Operator to Edit to Admin. This means, if a user is given a role with several Edit level permissions, they may still be prevented from performing tasks if they have not also been granted View level permissions.
This allows for customized granularity with user provisioning.
Click the Send Invites button to send the invites.
Heads up!
New Users will have a limited time to accept the invitation.
Password Complexity Requirements:
15 Characters
Upper and Lower case letters
Number
Symbol
If the invitation has expired, another can be sent right from the users page.
Invited users who have not yet accepted the invite will be denoted with an Invited status.
Invited users with paid permissions / roles assigned will consume the seat on invite.
Edit User Settings
Workspace roles and project roles assigned to users can be edited individually or in bulk.
Edit one user:
Select the user's name in the table. A dialog opens with that user's information at the top, followed by their Workspace Roles and Project Roles.
The User Details at the top are shown for reference rather than editing. They cover phone, job title, team name, location and timezone, along with any profile custom fields that have been made visible to all users.
Custom fields that have not been made visible do not appear here.
Workspace roles apply across the whole workspace and act as defaults for projects. Project roles are set per project underneath. Select Save to apply the changes.
Edit several users at once:
Select the checkbox next to the users you want to edit with the same settings.
Click the Edit Workspace Roles or Edit Project Roles button.
Add or Remove roles without having to change all roles at once, even if the selected users have different roles assigned.
Project roles can be edited from the Users page or the Project itself, but the user performing the action needs to have the Admin permission assigned at the project level for any project they need to assign roles for.
User Custom Fields
Your workspace can add its own fields to user records, such as a shift pattern or a manager's name.
These fields are not created here. A custom field is defined once for the whole workspace under Settings > Configuration > Fields & Lists. This page is where you choose which of those fields apply to user profiles.
Scroll to the bottom of the Users page to find User Custom Fields.
To add a field, select + Field and choose one of the workspace's existing custom fields.
To change or remove a field, select the menu at the end of its row and choose Edit or Remove.
Each field has a Visible to All Users setting that decides who can see it:
Cleared, which is the default. The field appears only on the restricted Personnel File tab of the user's profile, where it is visible to users with the Admin: Manage Resources permission.
Selected. The field also appears on the user's Details tab and in the user details shown at the top of the editing dialog on this page.
Making a field visible to all users is not only a display change
Epsilon3 asks you to confirm before applying this. Two things happen:
Values already recorded in that field become visible to everyone who can view the user profile, including the users themselves. The change applies to existing data, not only to what is entered afterwards.
Any display rules, input rules, or computed expressions on the field may be cleared.
Check what is already recorded in a field before making it visible to all users, and treat it as a change that is awkward to undo.
Cancel Invite
Invites can not be cancelled, but the user can be deactivated if they will not eventually need future access. Otherwise, if the purpose of cancelling the invite is to free up the seat and/or remove some access then the invited user should be edited to have the necessary roles removed.
Paid Seats
Paid seats can also be added or removed at the Organization level by Org Admins in the Organization Settings Page. This is helpful if you want to remove the users from consuming a paid seat but not need to worry about what roles to remove and re-add later.