Before you begin: the management of Sarbacane users and their roles and rights is carried out via your Sarbacane account settings. However, Sarbacane Engage also has specific role management.
Collaboration within Sarbacane Engage is facilitated by the management of users and their roles. The assignment of specific roles helps optimize the use of the platform. Learn how to invite new members, assign roles, and manage your team's accounts for increased efficiency.
To fully leverage the capabilities of Sarbacane Engage, you have the option to invite additional members of your team to join the space.
Go to your Sarbacane Engage account settings via the sidebar.
Click on the Subscription tab, then ensure that you still have available licenses.
Select the Users tab.
Click the Invite button.
Complete the required fields and click Send.
Once the invitation has been sent, your colleague will receive an email with an activation link valid for 48 hours. Their account will be integrated with your company's existing accounts.
As a Manager, you have the ability to activate and deactivate users according to your needs. Active and inactive users are listed by default.
To display only active users, uncheck the Show deactivated users box.
Different user statuses:
Activated: User with an active license.
Email sent: Invited user who has not yet activated their account.
Deactivated: Account that no longer has access.
User: User role.
Manager: Manager role.
To deactivate a user, click Deactivate in the relevant user’s panel. Confirm the deactivation.
To reactivate a user, follow the same procedure, but this time click Activate. Confirm the reactivation.
Ensure that you manage team accounts appropriately by activating and deactivating users according to your organization’s needs.
