In the Users menu, an Admin can add new users, delete users, or change user permissions. Use the following steps to access the Users menu: 

  1. Select Settings in the drop-down menu next to your username (usually your name) in the top right corner of the screen.
  2. Select Users on the left side of the screen.

Add New Users

  1. From the Users Menu, select Invite New User.
  2. Select the user type, and enter the user's email address.

Delete Users

  1. From the Users Menu, find the user you would like to remove, and select the red trash symbol next to their name.
  2. A dialog will open where you confirm the deletion.

Update User Permissions

  1. From the Users Menu, select the blue drop down menu next to the user type, and select their new user type.

Other Permissions

When looking at a Summit Workbook, open the Share tab and a list of users the Workbook has been shared with and the permission (Viewer or Editor) is displayed. These permissions can be modified or the Workbook can be shared with a new user or groups of users.

When looking at a dataset, open the Share tab to add users or groups of users as Viewers or Editors.

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