.. sidebar:: Go to WildID `here `_ .. image:: images/WildID_Logo_Stacked.png :alt: WildID Logo. :target: https://www.wildid.app/ .. _manage-users: Manage Users ============ .. _manage-users-concepts: User management concepts ------------------------ WildID uses some of the following concepts around user management: * Users * Organisations * Members * Memberships * Access levels Users ^^^^^ A user is a person, for example Kate, with a WildID account, being username (email address) and password. Each person should only have one user account. If you register again with a second email address, you will end up with two user accounts that will not be linked in any way. Organisations ^^^^^^^^^^^^^ An Organisation is typically an institution, reserve, company, organisation or project, for example NamibRand Nature Reserve. It is a collection of cameras and images. While working within an organisation, you can only access cameras and images belonging to that organisation. Members ^^^^^^^ An Organisation can have multiple Members. If you create an organisation, you will be the first member. You can then invite other users to be a member of your organisation. For example, Kate and Dylan might both be members of NamibRand Nature Reserve, and have access to the NamibRand data. Memberships ^^^^^^^^^^^ A user can be a member of multiple organisations. For example Kate could have been invited to have a membership in NamibRand Nature Reserve, but also in a second organisation, University of Saldanha. Perhaps she is doing work for both. She will be retain her single user account (username and password) but once logged in to WildID, she will be able to choose which organisation she wants to work in at this point. There is no possibility of data being "mixed up" between organisations, it is strictly partitioned. Access levels ^^^^^^^^^^^^^ There are three access levels in WildID, which define what you are able to do: * **Admins** can do everything * **Editors** can edit image data, adding or deleting images, verifying or editing labels and so on, but cannot access functions related to organisation details or settings, billing, user management or camera management * **Guests** can view and export image data, but cannot make any changes See also :ref:`manage-users-access-levels` for a full list of functions that each access level can perform. Your access level is specific to your membership of an organisation. For example, Kate might be an Admin in NamibRand, but an Editor or Guest in University of Saldanha. .. _manage-users-access-levels: Access levels ------------- The following functions and screens can be used by each access level: +----------------+----------------------+----------+----------+----------+ | | | Admin | Editor | Guest | +================+======================+==========+==========+==========+ | Dashboard | | YES | YES | YES | +----------------+----------------------+----------+----------+----------+ | Profile | Profile | YES | YES | YES | +----------------+----------------------+----------+----------+----------+ | | Organisation details | YES | | | +----------------+----------------------+----------+----------+----------+ | | Members (invite) | YES | | | +----------------+----------------------+----------+----------+----------+ | | Memberships (mine) | YES | YES | YES | +----------------+----------------------+----------+----------+----------+ | | Email | YES | YES | YES | +----------------+----------------------+----------+----------+----------+ | | Password | YES | YES | YES | +----------------+----------------------+----------+----------+----------+ | Manage cameras | | YES | | | +----------------+----------------------+----------+----------+----------+ | Upload images | Bulk upload (SFTP) | YES | | | +----------------+----------------------+----------+----------+----------+ | | Manual upload (UI) | YES | YES | | +----------------+----------------------+----------+----------+----------+ | Manage images | List - view | YES | YES | YES | +----------------+----------------------+----------+----------+----------+ | | Card - view | YES | YES | YES | +----------------+----------------------+----------+----------+----------+ | | Card - verify | YES | YES | | +----------------+----------------------+----------+----------+----------+ | | Search | YES | YES | YES | +----------------+----------------------+----------+----------+----------+ | | Export CSV | YES | YES | YES | +----------------+----------------------+----------+----------+----------+ | | Delete image | YES | YES | | +----------------+----------------------+----------+----------+----------+ | | Detect (single) | YES | YES | | +----------------+----------------------+----------+----------+----------+ | | Detect (bulk) | YES | YES | | +----------------+----------------------+----------+----------+----------+ | | Re-map labels | YES | YES | | +----------------+----------------------+----------+----------+----------+ | | Export images (bulk) | YES | | | +----------------+----------------------+----------+----------+----------+ | Image details | View | YES | YES | YES | +----------------+----------------------+----------+----------+----------+ | | Open full size | YES | YES | YES | +----------------+----------------------+----------+----------+----------+ | | Download (single) | YES | YES | YES | +----------------+----------------------+----------+----------+----------+ | | Hide/show boxes | YES | YES | YES | +----------------+----------------------+----------+----------+----------+ | | Edit label | YES | YES | | +----------------+----------------------+----------+----------+----------+ | | Delete label | YES | YES | | +----------------+----------------------+----------+----------+----------+ | | Verify label | YES | YES | | +----------------+----------------------+----------+----------+----------+ | | Edit special label | YES | YES | | +----------------+----------------------+----------+----------+----------+ | | Edit individual label| YES | YES | | +----------------+----------------------+----------+----------+----------+ | | Edit notes | YES | YES | | +----------------+----------------------+----------+----------+----------+ | | Edit box | YES | YES | | +----------------+----------------------+----------+----------+----------+ | | Filmstrip | YES | YES | YES | +----------------+----------------------+----------+----------+----------+ | Billing | | YES | | | +----------------+----------------------+----------+----------+----------+ | Storage | | YES | | | +----------------+----------------------+----------+----------+----------+ | Settings | | YES | | | +----------------+----------------------+----------+----------+----------+ | Feedback | | YES | YES | YES | +----------------+----------------------+----------+----------+----------+ | User guide | | YES | YES | YES | +----------------+----------------------+----------+----------+----------+ | Logout | | YES | YES | YES | +----------------+----------------------+----------+----------+----------+ .. _manage-users-members: Members tab ----------- The Members tab shows a list of all members of your organisation. Here you can edit the access level of members, delete members, and invite new members. You can sort the list by clicking on any of the column headings. The default sort is by last name. The Members tab is only available to Admins. Navigate to the Profile section via the dropdown menu, and find the Members tab there. Invite a new member ^^^^^^^^^^^^^^^^^^^ In the Profile | Members tab, click the Invite member button. Fill in the email address of the person you would like to invite, and select an Access Level for them. See also :ref:`manage-users-access-levels` for a full list of functions that each access level can perform. Confirm your invite save. The person you have invited will receive an emailed invitation to join your organisation. It will list your organisation name, your name, and the access level you have granted them. There is a link in the email to accept the invitation. Once the person has accepted the invite, their status in the list will change from "Invited" to "Joined". If they have not received the email invitation, you can resend it with the Resend button. Make sure the email address is correct, and that they are checking their spam/junk mail folders if necessary. See also :ref:`accept-invite` for what they will need to do when they receive the invite. Edit an existing member ^^^^^^^^^^^^^^^^^^^^^^^ Edit your member records using the pencil icon next to each member. You can edit the following fields: * Access level * Billing contact The following fields are controlled by the member in their own profile: * Email address * First name * Last name Billing contact ^^^^^^^^^^^^^^^ If you are on a paid plan, you will have a billing contact. This starts off as the person who upgrades to the paid plan. The billing contact is the person who will receive the invoices on a monthly basis, and whose name will appear on the invoices. You can only have one billing contact per organisation. The billing contact has to be an Admin. Use the checkbox in the Billing contact column to assign this role to an Admin. The previous billing contact will be unchecked if you assign a new one. Delete a member or an invite ^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Use the bin icon to delete a member or invite from your organisation. If you delete an invite, the person will no longer be able to join your organisation. If you delete a member, the person will no longer be able to access your organisation or your data. However, their user account in WildID will not be deleted, and if they were a member of another organisaiton, they will still be able to access that. You can re-invite members in the future if you have deleted them. The last login date shows you when last a member logged in to WildID (not necessarily into your organisation if they are a member of more than one). You can use this field to clean up old members that have not accessed WildID for a long time if necessary.