The Self-Serve User Management module helps to streamline the process of adding and managing users on the Capillary platform. By using this, brands also called as "org owners" can manage all users within the org and their permissions.

Terms and definitions

The below table lists the terms and definitions used in this documentation.

User role

User can be added under 2 roles

1. Standard User - someone who will have limited access to the org and/or its subset of it like specific stores, concept, zone etc (refer store hierarchy for more details) within that org.
2. Org owner - Someone who will have full authority over an org and all the modules. The org must have atleast 1 org owner who can add different standard users to that org.

Permission sets

A permission set is a collection of various permission. Permission sets can be standard or custom. Permission sets are defined at an entity level. For example : if I select 3 Stores 1, 2, 3 for User A, and I assign permission Set X to User A, then those permissions will be applicable only for those 3 stores.

1. Standard permission sets - The platform offers certain standard permission set or group of permissions that can be assigned to users of an org. Based on the permissions within that set, users will be able to take action on the platform. These are non editable. However, you can use these to create new custom sets.
2. Custom permission set - Permission sets can be customised and saved by mixing various permissions based on the org requirement and then assigned to users. These are editable

What can be done via this self-serve feature:

1. Create : Adding new users to org - vial email id or bulk upload
2. Read : View the list of existing users in an org
3. Update : Update access level or profile detail for user(s)
4. Delete: Removing user(s) from an org. (Temporary deactivation of user will also be supported in near future)
5. Assigning permissions for new and existing users
6. Customise permission set(s) to suit the requirement of brand

Create User

This allows you to add users by adding their email ids. Although you can add multiple emails at once, all email ids will effectively be granted the same level of access as selected in this flow.

To add users via email id, below steps can be taken:

🚧

Admin access required

You need to have admin (access to entire organization) access to add the users.

1. Click Add new user.

2. Select Add with email addresses and click Continue.

3. Enter the email addresses one by one in this text box and click "enter" after typing each email.

4. Select the User Type and click Continue. Please note that it is mandatory to assign a user type to each user.

5. For Standard users - Select the entities to which you want to give access for those user(s) and click Continue. You can give access to the entire Organisation or certain Org units or Stores.
   Organisation owners will have access to the entire org by default, and hence there is no need to select any entity for an Org owner.

6. (Applicable for Standard users) Choose the relevant permission set or you could also create a new permission set and click Continue.
   Org owners will have full authority, so there is no need to select any permission set for an org owner.

10. Click Send invite.

Once the Send Invite button is clicked, an email is triggered to the user email address. They can click on the link provided in the email, and get started.

Creating permission sets

To create permission sets, perform the following:

1. Click Create permission set.

2. Enter the Permission set name and Description for the permission set.

3. Select Start from scratch and click Next.

4. Select the relevant modules and assign the permissions.

5. Click Done. The new permission sets are created.

Create User via Bulk Upload

The difference between with email address and the bulk upload flow is, with the bulk upload, you can have different permissions mapped to different users.

To add the users in bulk, perform the following:

1. Click Add new user.

2. Select the bulk upload option.

3. Upload the CSV file. You can download the sample file, enter the values, and you can upload the same file. You can have multiple people on this list, and can also have different permissions for each person. So that way, you can customize permission for different users through this bulk upload flow.

4. Click Create user(s).

Update User

User details can be updated in 2 ways:

1. Individually : By clicking on 3 dots at the right hand side and select "edit profile" (YET TO BE LAUNCHED)

   

2. Bulk Update :

   1. Select bulk update option from user listing page:

   2. Upload file with relevant fields to update user details:

      

Please note: Updating user permission will append or add to the existing permissions.

Delete or remove user

You can remove user individually or multiple users together by selecting 1 or many user(s) from the user list available on UI. Here's how you can do it:

After selecting the users, you can click on "Remove from organization" to delete or remove users from that org.

Accessing the portal

The portal is not globally available right now. It's being rolled out gradually.