How to manage user permissions in Thomas Assess?

These three permission levels ensure users have the necessary access to perform their tasks.:

Owner (There can only be one Owner per account)
Admin
Viewer

The following actions are available to each permission level in Thomas:

	General actions	Owner	Admin	Viewer
General actions	Update billing information	✓	View only
	Invite and manage candidates	✓	✓
	Create roles	✓	✓
	View roles	✓	✓	Shared roles only
	View characteristic ratings	✓	✓	Shared roles only
	Change user permission levels	✓	✓
Actions in Colleague View	Invite and remove colleagues	✓	✓
	View own profile	✓	✓	✓
	View a colleague's profile	✓	✓	✓
	Create teams	✓	✓	✓

Account Owner

The Owner is established during the Thomas platform signup process. The account creator is automatically assigned as the Owner and has the authority to update billing information.

Managing Users:

Inviting:

Users can be invited by following the steps below :

Click the "Settings" menu item
Click the "Users" menu item
Click on "Add Users"
Add the email addresses of the people you want to invite
Select the permission level
Click "Send invites"

Viewing:

To view your organisation's users, click on your initials in the top right corner and select "Settings" from the drop-down menu. Then select the "Users" tab.

You will be able to view the names of all users along with their permission levels.

Note: Users who have not yet accepted an invitation to your organisation will appear as pending. You can remove or resend the invitation by selecting the ellipsis and choosing the action you want to take.

Permission Levels:

To manage the permission levels of existing users:

Click the "Settings" menu item
Click the "Users" menu item
Select a new permission level by selecting the ellipsis next to the user

Tip: To find a specific user, use the dropdown or search function.

How to manage user permissions in Thomas Assess?

Roles & Profiles support three permission levels that control access to specific features, functions, and data.