Managing Users Within A Company

For definitions of terms like Company and User see our glossary.

In the Chain.io platform, anybody can register a user account.  That account, however, isn't useful until it's invited to a Company.

To manage users for a company, you must be an Owner or Editor.

User Permissions

WARNING: All users can access every trading partner and integration within your company including the underlying data.  If you need to restrict access to specific trading partners, we suggest creating multiple companies to further segment your data.  If you need help with this, please open a ticket or email us at support@chain.io.

Adding Users

1. Log into your account and choose the company you want to edit
2. Click the ⚙️settings icon in the navigation bar
3. Click the Users button on the settings screen
4. Add the user's email address and choose a permission level
5. Click the invite button

When you click the invite button, the user will receive an invite email with a link to log in.  If they have never logged into the Chain.io portal, they will need to complete the registration process.

Editing Users

Note: Editors cannot modify Owners' accounts.

1. Log into your account and choose the company you want to edit
2. Click the ⚙️settings icon in the navigation bar
3. Click the Users button on the settings screen
4. Find the appropriate user in the list
5. Set their permission level
6. Click the Save button on the row

Removing Users

When you remove a user, they will still have access to log into the Chain.io portal, but they will no longer have access to your company.  

1. Log into your account and choose the company you want to edit
2. Click the ⚙️settings icon in the navigation bar
3. Click the Users button on the settings screen
4. Find the appropriate user in the list
5. Click the Remove button on the row
6. Click OK on the confirmation pop-up