Users in Codex refer to individuals who have been granted access to the organization's account. They can have various types of permissions and roles and can be managed through the Users section of the Administration component at the organization level.
By navigating to the Administration component, you can access the Users link at the organization level in Codex. Clicking on this link will take you to the Users Management page, which displays two tabs: Users and Invitations.
The Users tab includes all current users of the organization, while the Invitations tab displays current invitations that have been sent to others to join the organization.
The Users Listing Dashboard includes several columns, such as:
Profile photo icon
Name of the user
Email of the user
Teams, which display the teams that the user is a part of and the specific permissions they have within those teams
Date when the user joined the organization
Delete option (represented by three dots) to remove the user from the organization
The Invitations Listing Dashboard includes several columns, such as:
Email address of the invited users.
Invitation Date on which the user was invited to join the organization.
Expired Date on which the invitation will expire, after which the user will no longer be able to join the organization.
In some of the column titles, you can click on the arrows to sort the respective column in ascending or descending order.
You can also use the search bar in the top-right of the page to find specific users, and the “+ Add User” button in the top-left to add a new user to your organization.
Adding a new user
To add a new user within your organization, follow the steps below:
Navigate to the Administration component on the left side menu.
Navigate to the Users link on the left side menu.
Click the “+ Add User” button at the top-left of the Users Listing Dashboard.
A modal will appear where you can enter the email(s) of the user(s) you wish to invite to your organization. You can also assign the respective user to teams within the organization.
Click the “Add” button at the bottom of the modal.
The invited user(s) will receive an email with an invitation to join your organization.
Once an existing user within the organization invites a new user, the latter will receive an email inviting them to join the organization. The email will contain a personalized welcome message, the name of the inviting user, a button to accept the invitation, and a notification indicating the expiration date of the invitation, typically one month. To join the organization, the recipient must click the "Accept Invitation" button.
If the invited user is not already a part of any organization in Codex, they will be directed to Porta, which is a product used by Codex for authentication. The invited user should register with Porta, and then they will be able to log in to the inviting organization within Codex. On the other hand, if the invited user is already a part of an organization in Codex, they will be directed to the invited organization, which will be added to their list of available organizations.
To access your User Profile, click on the profile photo icon located in the top-right corner of the Codex screen. From the dropdown menu, select the "Profile" or "Account Settings" options. You will be directed to your User Profile, which displays basic information such as your profile picture, full name, and email address. To edit your profile information, click the "Edit your profile" button at the bottom of the page. This will take you to the Profile Information section, where you can update the following details:
After editing your desired profile information, click on the "Save Changes" button.