Inviting New Users

  • Updated

Depending upon your plan level, administrators can invite new users to the maximum number allowed for your plan.

When you invite a new user to Osano, they will receive an activation email with a link that they must click to activate their account. Upon activation, they must immediately change their password.

User - In Osano, a User is an individual user of the Osano application. 

Roles - In Osano, Roles determine user access. They define what an individual user does and does not have access to within the Osano application. 

Organizations - (Optional) In Osano, Organizations allow you to group users based on common unifiers (ex. Location, Department, Teams, etc.). Organizations can be used in conjunction with Roles to further control what users can access within the Osano application. 

 

Steps for Adding a User

  • Navigate to your settings on the top right-hand side of the screen: 

  • Go to "Users" and click the (+) button to add new users. 

  • Fill out the required fields for this user: Email, First Name, Last Name, Role
  • Fill out additional fields if desired: Org(s), Departments (soon to be deprecated)
  • Click Save

Note: Customers currently using the department field should use the Organizations field instead. Osano will depreciate the department field in a future release.

All users must have at least one role assigned to them when created. Users can be assigned more than one role. Below is a summary of each "user role" within the Osano Platform and their access levels. 

Once you hit "save", the new user in question will receive an activation email to their inbox. This email will contain a temporary password that will allow them to create a new account and log in to your instance of Osano. 

 

User Roles

All user roles have access to Dashboard and account settings. 

To see a detailed breakdown of user roles view this sheet on User Roles.

  • Admin 
  • Advisory Manager 
  • Assessment Admin
  • Assessment Manager
  • Assessment Viewer
  • Consent Manager 
  • Consent Viewer 
  • Data Mapping Manager
  • Data Mapping Viewer
  • Subject Rights Manager
  • Subject Rights Assignee
  • Monitoring Manager 
  • TrustHub Admin
  • TrustHub Editor