Managing Users Within A Workspace

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

In the Chain.io platform, anybody can register a user account.  That account will need to be invited to a Workspace before it will have access. 

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

User Permissions

WARNING: All users can access every workspace and integration within your company including the underlying data.  If you need to restrict access to specific workspace, 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 workspace you want to edit
2. Click the Workspace Settings link 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 workspace you want to edit
2. Click the Workspace Settings link 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

Enable/Disable 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 workspace.  

1. Log into your account and choose the workspace you want to edit
2. Click the workspace 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 Enable/Disable switch on the row
6. Confirm Disable or Able on the pop up
7. Click OK on the confirmation pop-up