User Management
Comprehensive guide to managing users and permissions in Agentive.
User Accounts
Creating New Users
- Navigate to Administration > Users
- Click “Add New User”
- Fill in user information:
- Full name and email
- Role assignment
- Department/Team
- Initial permissions
User Roles
Agentive includes several built-in roles:
Administrator
- Full system access
- User management capabilities
- System configuration rights
- Audit trail access
Auditor
- Create and manage requests
- Review responses
- Generate reports
- Client communication
Client User
- Respond to requests
- Upload documents
- View assigned tasks
- Communicate with auditors
Observer
- Read-only access
- Report viewing
- Limited communication
Permission Management
Role-Based Permissions
- Assign permissions by role
- Customize access levels
- Control feature availability
- Manage data visibility
Individual Permissions
- Override role defaults
- Grant special access
- Restrict specific features
- Temporary permission changes
User Administration
Account Maintenance
- Password resets
- Account activation/deactivation
- Profile updates
- Access logs
Bulk Operations
- Import users from CSV
- Mass permission updates
- Group assignments
- Batch notifications
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