Introduction
Managing user accounts in Ubby is a straightforward process that allows administrators to invite team members, assign roles, and control access to the platform. This guide will walk you through the steps to create and manage user accounts, ensuring that your team can effectively collaborate and utilize Ubby's features.
Step 1: Admin Invitation by Ubby Team
Super Admin Invitation
The initial admin (super admin) is invited by the Ubby team. Once the super admin has been set up, they can invite other team members and manage user accounts.
Step 2: Inviting Team Members
Accessing the admin panel
Log In: Log in to your Ubby account as an admin.
Open Admin Panel: Navigate to the admin panel from the dashboard.
Inviting Users
Go to User Management: In the admin panel, select the "User Management" section.
Invite Users: Click on the "Invite Users" button.
Enter Email Addresses: Add the email addresses of the users you want to invite. You can invite multiple users by separating their email addresses with whitespaces.
Assign Roles: Choose the appropriate role for each user from the dropdown menu (Admin or Basic).
Role Selection
Admin: Has access to the admin panel and can manage connectors and assistants.
Basic: Can use assistants and search without access to the admin panel.
Invited Users
Once users are invited, they will receive an email invitation to join Ubby. Invited users will be able to log in with their email addresses.
Restricting Access
To restrict access to specific users, you can:
Invite Users: Only emails that have explicitly been invited will be able to sign up.
Set VALID_EMAIL_DOMAINS: Configure the VALID_EMAIL_DOMAINS environment variable to a comma-separated list of email domains. This will restrict access to users with email addresses from these domains.
Step 3: Bulk Adding Users
Bulk Add Users
Enter Email Addresses: In the "Bulk Add Users" section, add the email addresses to import, separated by whitespaces.
Invite Users: Invited users will be able to log in to this domain with their email addresses.
Managing User Accounts
Viewing and Editing User Accounts
User List: In the "User Management" section, you can view a list of all users.
Edit User Details: Click on a user to edit their details, such as changing their role or updating their email address.
Remove Users: If necessary, you can remove users from the platform.
Role Management
Admins can change user roles at any time. To change a user's role:
Select User: Click on the user whose role you want to change.
Change Role: Select the new role from the dropdown menu and save the changes.
Conclusion
Creating and managing user accounts in Ubby is a simple process that allows administrators to invite team members, assign roles, and control access to the platform. By following this guide, you can ensure that your team is set up for success and can effectively collaborate using Ubby's features.