Adding Your Team & Setting Security

Adding users to Privv is a fundamental step in granting access and permissions to individuals or teams. Here's a concise guide to get you started:

1. Access "Our Team":

Log in to Privv using your admin login credentials.

Navigate to the "Our Team" section.

2. Add a New User:

Look for the plus symbol at the top right corner of the page.

Click on it to initiate the user creation process.

3. Input User Information:

Fill in the required user details, including:

Full name

Title

Email address

Contact information (phone number)

Role (admin, Manager)

4. Set Permissions:

Assign appropriate permissions or access levels based on the user's role.

Specify which features or areas of the software they can edit and which they can only view.

If you want the user to have no financial access in the project, you will need to add them in the Vendor section.

5. Notification and Invitation:

The software will send an email invitation to the new user.

This email includes login instructions and a link to set up their account.

6. Confirm and Review:

Double-check the user's information and permissions.

Confirm the addition, and save or submit the changes.

7. Notify the User:

Inform the new user about their access and provide any necessary login credentials or instructions.

8. Test Access:

Encourage the new user to log in and verify that they can access the software as expected.

9. Manage User Accounts:

Keep user accounts up to date by modifying permissions or deactivating accounts when necessary.

Adding users to a software program is a straightforward process but requires careful consideration of permissions and security to protect sensitive data. Regularly review and update user access to maintain software security and efficiency.

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