Invite and Add Users

Step 1: Accessing User Management

1. Log in to your Devstride account with your admin credentials.
2. On the left-hand side of the dashboard, find the Settings section.
3. Click on Organization to expand the subsections.
4. Select Users from the list to open the user management area.

Step 2: Adding a New User

1. In the user management area, you will see a list of current users and their details.
2. To add a new user, locate and click on the Invite Users button, usually found at the top right corner of the users list.

Step 3: Entering User Details

1. In the invite users interface, enter the new user's email address.
2. Assign a role to the user by selecting from the dropdown menu. The roles could be 'Admin', 'Member', or other custom roles defined in your Devstride settings.
3. Optionally, apply labels to the user such as 'Engineering', 'Design', 'Revenue', etc., which help categorize and manage permissions or access within the system.

Step 4: Sending the Invitation

1. After filling out the details, review the information for accuracy.
2. Click the Send Invitation button to send an email invitation to the user.

Step 5: User Confirmation

1. The invited user will receive an email with an invitation link.
2. They must click the link to accept the invitation.
3. Upon clicking, they will be prompted to create an account or log in if they already have an account.

Step 6: Finalizing User Setup

1. After the user has accepted the invitation and set up their account, their status should be listed as "Active" in your Devstride user management area.
2. You can now manage their access levels, assign them to teams, or set specific permissions as required.

Step 7: Managing Users

1. To manage existing users, you can use the "Edit" button (often represented by a pencil icon) next to their name.
2. Here, you can change their role, update their labels, or deactivate their account if necessary.

Additional Information:

• You can also manage users in bulk by selecting multiple users and applying actions.

Remember to check for any updates or changes to the user management process in the Devstride documentation, as interfaces and procedures may change over time.

Setting User Roles in DevStride

Managing user roles is essential for maintaining the right level of access and responsibilities within DevStride. Here’s a step-by-step guide on how to set and modify user roles within the platform.

Accessing User Settings

First, navigate to the 'Settings' section on the left-hand panel of your DevStride dashboard. This panel is usually at the bottom of the sidebar.

Navigating to User Management

Within the 'Settings' menu, click on the 'Users' submenu under the 'ORGANIZATION' section. This will open a list of users associated with your DevStride account.

Assigning and Changing Roles

1. Locating the User: Find the user whose role you want to set or change. You can scroll through the list or use the search function at the top of the 'Users' section.

2. Role Selection:

   • To the right of the user's name, locate the 'ROLE' column.
   • Click on the dropdown menu next to the user's current role. You will see options like 'Admin' and 'Member'.

3. Changing the Role:

   • Select the appropriate role for the user.
   • 'Admin' roles typically have more permissions and access to settings than 'Members'.

4. Saving Changes: After selecting the new role, it should automatically save. If there is a save button or confirmation prompt, make sure to confirm the changes.

5. Confirmation:

   • Ensure that the role has been updated by checking the 'ROLE' column next to the user’s name.
   • It should now reflect the new role you have assigned.

Best Practices for Role Assignment

• Understand Roles: Before assigning roles, ensure you understand the permissions associated with each role within DevStride.
• Limit Admins: Only grant 'Admin' access to users who need it for their tasks. Having too many admins can lead to security risks.
• Regular Reviews: Periodically review user roles to ensure they align with current job functions and responsibilities.

Troubleshooting

If you encounter any issues while trying to set or change roles, use the 'Support' button located in the help section of the sidebar or directly reach out via the in-app chat feature.

By following these steps, you can effectively manage user roles within DevStride to ensure that everyone has the access they need to work efficiently and securely.