Adding and Switching Accounts in Pigment

  • 19 March 2024
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Adding and switching users in Pigment is easy. You can also modify your current user set-up. This article will quickly walk you through the permissions needed and the process to invite users into your Pigment Workspace.

Adding Users

 

To add 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.  

Members settings in Pigment

 

Switching to Primary Owner 

 

The Primary Owner has the ability to set another member as the Primary Owner.  When they click on the menu (…)  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. 

 

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. If a Member owned any applications and is subsequently deactivated, Security Admins will be able to manage the ownership of those applications without owners.

 

Edit Account Type

 

Primary Owners, Workspace Admins and Security Admins, can adjust another members names and account type.  Click on the menu (…)  next to the member whose details you want to adjust. 

 

Edit or deactivate an member

Changing Application Owners

 

Security Admins can change the Application owner from the Workspace home page.  In tile view, click on the menu (…) on the Application tile  or in list view, click on the menu (…) to the far right of the Application.  Here you will see a menu appear and you can select Change owner.  This allows Security admin to select from active Members to reassign them as the Application Owner.

Note that within the Application itself, any Member invited in that Application with Define Application Security permission will also be able to update the Owner for that Application. (see this article for more details on Application permissions)

 

Grant an Admin role to Applications

 

Security admins have the ability to grant themselves an Admin role for any application, including those they do not have access to.   In tile view click on the menu (…) on the application tile or in list view click on the menu (…) to the far right of the application. there is a menu option called Change my Role  there are two options to choose from, you can select Admin to give yourself an Admin role or None to remove access.  This allows Security admins to grant themselves access to Applications where Members might be locked out.

 

Security Admins will also have an Application access filter to easily identify which Applications they don’t have access to.  Applications they do not have access to are grayed out.

 

 


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