Administration

The administration section lists all the members that currently have access to your workspace, their email-ids, permission levels, and their last login details. You can also reset passwords or add/remove administrators.

Add member

1. Click the ➕ Add button on the top-right.

2. Search for a user and select their Permission level. See user roles and permissions to learn more about the available permission types.

3. Use the Send Invite button to send and invite link to the user's email address. Alternatively, click on Generate Invite Link if you wish to send the invitation through other mediums such as instant messaging.

Edit user

Change permission

Click a user's Permission entry and select the new permission from the dropdown. See user roles and permissions to learn more about the available permission types.

Change user attributes

To modify a user's attributes such as name, email, designation, and status (active, inactive or suspended):

1. Click the name of the user that you wish to modify

   

2. Click the ✏️ pencil icon next to the user's name.

   

3. Make the changes needed and click Edit User on the bottom-right to confirm.

   

Other administration actions

Click the 3-dot menu next to the user's name to access additional actions. Namely, Add App, Mark as Inactive, Mark as Suspended, Merge with another user, View Action History, Change User Type, Archive User, Onboard User, and Offboard User

Remove user role

Click a user's Permission entry and click Remove User on the bottom.

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Selecting this option only removes the user from an admin role. It does not delete the user from the organization.

User roles and permissions

Zluri offers the following roles:

Admin: Multiple admins can be added to Zluri, & these admins have access to all modules & privileges to carry out day-to-day administrative tasks. 

Viewer: Admins can add any user with a 'Viewer role' with read-only access to all modules. Cannot take any specific action.

IT Admin: Users with IT Admin roles can access all modules except the Transactions module. They can add applications and users, assign users to applications, add departments, add users to departments, assign owners to applications, etc. 

Finance Admin: Users with this role have access only to the Overview module, Transactions module & the Integrations module in Zluri. They can add transactions, map those transactions to applications & archive transactions, etc.

Procurement Admin: Users with this role have access only to the Overview module, Transactions module & the Licenses modules in Zluri.

Integration Admin: Users with this role have access only to the Integration and Workflow modules.

Security Admin: Users with this role have access only to the Security module, Reports module, and Application Overview modules.

Super User: Users with this role can access all modules except Audit Logs and Settings.

IT Viewer: Users with this role have read-only access to the Overview module, Applications module, Users module and Departments module.

Owner: Users with an admin role won't be able to assign an owner role to any user. The owner can access all the modules and have write permissions.