Adding users in Pigment is easy, this article will quickly walk you through the permissions needed and the process to invite users into your Pigment workspace.
Table of Contents
Account Types
Account types play a big role in adding users and creating Applications, there are three types of user Accounts; an Admin is the only one who has the ability to Add Users. Account Type permissions are at the Workspace level, meaning that they do not impact a user’s permissions within an Application.
| Account Type | Permissions Available |
|---|---|
| Primary Owner | Manage Members (Add, remove, delete Members) Manage Integrations Create / Delete Applications *Can’t be edited or disabled by other Admins |
| Security Admin | Manage Members (Add, remove, delete Members) Manage Integrations Create / Delete Applications |
| Workspace Admin | Manage Members (Add, remove, delete Members) Manage Integrations Create / Delete New Applications |
| Builder | Can Create New Applications |
| Standard User | Can be added to existing Applications. |
The Primary Owner is a “protected” user which cannot be edited/disabled by other Admins. There is only one per workspace. If you want to change the primary owner of your workspace, please follow the steps below.
Adding Users
To add a members, navigate to the Member section in the Sidebar. In the top right, click the @Invite new members button. If you don’t see this button, it is because you do not have an account type of Admin, Security Admin or Primary owner. Once you click on the button, you will be prompted with a modal. You’ll have the option to add users individually or through bulk import with a CSV. A members status will be listed as Pending, until they confirm their email.
Bulk Inviting members
When adding new members to your Pigment workspace, you can add them individually by entering their email and name or through bulk importing with a CSV. When adding members with a CSV, you’ll need to have their name and email in the file. There is a template CSV that you can download from within the Invite members modal. The new members will all come in as Standard Users but you can update their status following the process in this article.
Members status
There are three different account statuses; Pending, Active and Deactivated.
Pending - When a user is initially added, their account will be Pending, until they confirm their email.
Activated - This status is for an active user who has confirmed their account.
Deactivated - You can deactivate an account to remove access to pigment. We do not delete members in order to keep their contributions as part of the history log. To Deactivate a member, click on the ellipsis, next to their name.
Edit Account Type
Primary Owners, Workspace Admins and Security Admins, can adjust another members names and account type. Click on the ellipsis (…) next to the member whose details you want to adjust.
Transferring Primary Owner
| The Primary Owner of a Workspace has the ability to set another member as the Primary Owner. When they click on the ellipsis (…) next to the member they will also see the option to Set as Primary Owner. Once this is done, the new Primary Owner will be the only one who can transfer it back. The original Primary Owner’s account will be changed into a Security Admin. |
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This article outlines how to give someone access to your Pigment workspace, for best practices on how to give access to an Application, Check out this article Setting up User Access The Complete Practical Guide.