User Management

Introduction#

In Conviso Platform, the admin user can send an invitation to new users and manage who should have access to their information.

You can manage three types of access:

  • Company: User has full company access to all features;

  • Projects: the user will only have control of the projects he has been granted access to;

  • Vulnerabilities: The user will only have control of the vulnerabilities he has been granted access to.

Inviting New Users#

Log in to the Conviso Platform;

On the top bar menu to the right, click on Invite Users button:

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On the users access screen, click on the blue + button to the right, to create a new user invitation:

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The Add a new user modal will be shown. On the E-mails field, type the new user e-mail address (or choose an existing one, if you are changing an existing user access profile) and choose a Team which the user will be assigned to on the drop-down list Teams. Next, choose what kind of access will be granted to the user, by choosing one of the three radio buttons: Company, Projects or Vulnerabilities (details on the next section in this document). When done filling the form, click on the Create button to store the user access profile. An e-mail will be sent to the user, who must accept the invitation.

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Access types#

  • Company: User has full company access to all features.

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  • Projects: the user will only have control of the projects he has been granted access to. You need to choose what project (or projects) the user will be granted access to, by clicking on the Projects drop-down list:

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  • Vulnerabilities: The user will only have control of the vulnerabilities he has been granted access to. You need to choose what project (or projects) the user will be granted access to, by clicking on the Projects drop-down list, and then choose what vulnerabilities the user will be granted access to, by clicking on the Vulnerabilities drop-down list:

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Other user controls#

There are some additional controls available at User Management:

In the main User Management screen, you can click on this button to navigate through the screen, expanding or collapsing user details or refreshing the entire user list:

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The available controls exhibited when you click the button:

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Also, at the right of each user, you have some additional controls available, depending on the context.

Grant Access to Education Module (the user currently has no access to the Education Module):

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Delete Access (the user currently has access Education Module):

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Remove Analyst Profile (the user has the Analyst Profile assigned):

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Add Analyst Profile (the user do not have the Analyst Profile assigned):

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Unblock User's Access (the user is currently blocked at Conviso Platform):

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Block User (the user is permitted to log in to the Conviso Platform):

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Copy the Invitation link (you can copy the invitation URL to send to the user by other means):

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Cancel User's Invitation (use it to cancel a user invitation):

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