User Role Management in Empath
Objective
This KB outlines the steps to change or assign different roles to a user in the Empath platform, ensuring proper user management and permissions.
Key Steps
Step 1: Log into Empath 0:52
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Log into your Empath tenant.
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Ensure you have administrative permissions.
Step 2: Access Account Settings 1:09
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Click on your profile image in the upper right corner.
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Select 'Settings' from the drop-down menu.
Step 3: Navigate to User Management 1:19
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Click on 'Account Settings' in the secondary navigation bar.
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In the left-hand ribbon, select 'Users'.
Step 4: Select a User 1:30
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Find the user you want to modify in the list.
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Click the drop-down carrot next to the user's name to view details.
Step 5: Edit User Roles 2:28
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Click on the ellipses in the right-hand corner of the user's ribbon.
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Select 'Edit Roles' from the options.
Step 6: Assign or Modify Roles 2:36
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Use the drop-down to select the desired roles for the user.
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Click 'Update' to save changes.
Step 7: Additional User Management Options 3:23
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You can force a user to log out of all sessions.
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Disable a user without deleting their training data.
Step 8: Group Role Assignment (Optional) 4:09
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Consider using groups to assign roles based on membership.
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Edit the group to assign roles collectively.
Step 9: Verify Role Assignment 4:48
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Check the user list to confirm the roles assigned to the user.
Cautionary Notes
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Ensure you have the necessary administrative permissions before attempting to modify user roles.
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Be cautious when disabling users, as this will prevent them from accessing Empath but will not delete their data.
Tips for Efficiency
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Regularly review user roles to ensure they align with current responsibilities.
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Utilize group assignments for larger organizations to streamline role management.