The Application users feature allows you to manage and control access for your application users, ensuring they can engage with your platform according to the roles and permissions you set.
Detailed Steps:
- Step 1: From the workspace header, click Client Users.
- Step 2: Click Add New User. A form will open where you can input the client’s details such as name, email, and contact information.
- Step 3: Choose the appropriate role from predefined options (Admin, Viewer, Editor). For instance:
- Admin: Full access, including managing other users, applications, and configurations.
- Viewer: Read-only access to view applications and dashboards.
- Editor: Can modify applications and dashboards but may not have full admin rights.
- Step 4: Define specific permissions if required, such as limiting access to certain apps or data sources. This is particularly useful if some clients need restricted access to sensitive data.
- Step 5: Once all details are entered, click Save. The client will receive an invitation via email to join the Rayven platform.
Use Case Example:
A consulting firm using Rayven to build custom data solutions for multiple clients can create separate access for each client. The firm can grant each client view-only access to their own dashboards while maintaining full control internally.