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Inflection’s user management settings enable you to manage the users of your Inflection workspace based on your organizational needs. With this, you can invite new users to your workspace, assign different roles to the users and update the settings anytime.

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Roles

There are three roles in an Inflection workspace: Viewer, User, and Admin. As the name suggests, Admins have complete control over the workspace, they can invite and deactivate users and update user roles anytime. Users have basic access to the workspace, they can create journeys, assets like emails, webhooks, forms, etc. but they cannot invite or edit users or access the workspace settings.
Admin role is usually assigned to marketing operations team while the marketers and content creators would be added as users.

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Invite a User

Follow these steps to learn how to invite new users to your Inflection workspace:
  1. Go to Settings and then navigate to the Users tab
  2. Click on Invite users button Users tab in Settings with the Invite users button
  3. Type in the name and email address of the user and assign a user role to that person.
  4. You can add multiple users at one time by clicking on the + icon.
  5. Click Send invite button to finish adding the user to the workspace. Invite users dialog with name, email, and role fields and the Send invite button
After completing the above steps, the invited user will receive an email to join the workspace by setting their login credentials. Invitation email prompting the user to join the Inflection workspace If you want to re-invite a user or cancel the invitation, you can click on the 3 dots icon on the right side of the specific user and choose your option.

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Deactivate a User

Follow these steps to learn how to deactivate an existing user in your Inflection workspace:
  1. Go to Settings and then navigate to the Users tab
  2. Find the user you want to deactivate and click on the 3 dots icon on the right and click on Deactivate button. Deactivate option in the 3 dots menu of a user row
  3. A confirmation pop-up will show up, click on the Deactivate button. Deactivate user confirmation pop-up

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Update a User’s Role

Follow these steps to learn how to update the existing user’s workspace role:
  1. Go to Settings and then navigate to the Users tab
  2. Find the user you want to deactivate and click on the 3 dots icon on the right.
  3. Click on the Edit button Edit option in the 3 dots menu of a user row
  4. In the pop-up window, click on the dropdown for the user role and select the desired role for that user and click on Update user button. Update user dialog with the role dropdown and Update user button