> For the complete documentation index, see [llms.txt](https://carbonze.gitbook.io/carbonze/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://carbonze.gitbook.io/carbonze/organization/users.md).

# Users

Users Help Page

**In Users landing page, you will see the users of CarbonZE in your organization.**

***

## Users 

The Users Table is your central hub for managing user accounts and permissions within CarbonZE. It provides an overview of all users in your organization, allowing for streamlined user access control and ensuring that each user has the appropriate level of access to the platform's functionalities. 

### **User Roles** 

* **Administrator:** Full access to all features and settings. Can manage other users, including adding, editing, or deactivating accounts. 
* **Approver:** Limited access primarily for approving certain actions or data entries. Cannot manage other users but can perform significant tasks within the platform. Optimized for audits, and consultant activities. 
* **Analyst:** Primarily has access to view and analyze data. Cannot manage other users or approve critical changes but can interact, add, edit, delete with data and reports, when given access to enter the data. 

### **User Status:** 

* **Active:** Active users can fully utilize the CarbonZE platform according to their assigned roles. 
* **Deactive:** Deactivated users cannot log in or use CarbonZE. However, their records and logs are retained within the system for future reference or auditing purposes. Organization admin is responsible and accountable to deactivate the user, if it is not an employee of the organization, immediately. 

***

### Managing User Accounts

* **Adding Users:** To add a new user, click the "Add User" button, fill out the required details, and assign the appropriate role. 
* **Editing User Information:** While email addresses cannot be changed, other user details such as roles and status can be edited by clicking the edit icon next to the user’s name. 
* **Assigning Users to Facilities:** After creating a user, you can assign them to specific facilities. This ensures that users only have access to data and functionalities relevant to their responsibilities within the organization. 
* **Deactivating Users:** If a user no longer needs access to the platform, you can deactivate their account, preventing further login attempts while preserving their activity records. 

***

This help page is intended to give you a comprehensive understanding of how to manage users within CarbonZE effectively. If you have any further questions, please contact support for additional assistance. 

### Adding new user 

{% embed url="<https://scribehow.com/shared/How_to_Add_a_User_in_Carbonze__gENBSyq1QRKikVfwAXnQwA>" %}
Add new user
{% endembed %}

Please click on the add User Button&#x20;

* A pop up will open. &#x20;
* Write name, surname, email address of the new user &#x20;
* Scroll down in pop up&#x20;
* Select appropriate role for the new user&#x20;
* Submit&#x20;

You must see the new user in the list&#x20;

### Edit User&#x20;

{% embed url="<https://scribehow.com/shared/How_to_Cancel_a_User_Invite_on_Carbonze__3vk4xGWoR5mSFBnJqbmqUw>" %}
Edit user on Carbonze&#x20;
{% endembed %}

### Assign Users to Facilities&#x20;

{% hint style="info" %}
**Good to know:** Only creating users will not assign users in the facilities.&#x20;
{% endhint %}

This functionality will give you flexibility to assign users for different facilities, and allow them only add or edit data of their own responsibility.&#x20;

The dashboard view is independent and not impacted from user role or assignment.&#x20;

Let's assign Users to facilities. &#x20;

#### Assign on Users Page

* [ ] On <mark style="color:green;">`Users`</mark> Page, you can click one of the users   <mark style="color:green;">`Actions`</mark> of the designated user&#x20;
  * [ ] Click on <mark style="color:green;">`View`</mark>, appeared after <mark style="color:green;">`Actions`</mark> button is opened&#x20;
* [ ] You see now the User's Details on the left column, and assigned Facilities at the right column.&#x20;
  * [ ] User Details might be edited by clicking <mark style="color:green;">`Edit`</mark> button on the left column&#x20;
  * [ ] The user's status is can be activated or deactivated for any facility&#x20;
    * [ ] <mark style="color:green;">`Save changes`</mark> if you like to save your modifications on users activation&#x20;

#### Assign on Facility Page&#x20;

* [ ] &#x20;On facility Page, click on <mark style="color:green;">`Actions`</mark> of the designated facility&#x20;
* [ ] Click on <mark style="color:green;">`View`</mark>, appeared after <mark style="color:green;">`Actions`</mark> button is opened&#x20;
* [ ] You see now the Facility Details on the left column, and assigned users at the right column.&#x20;
  * [ ] Facility Details might be edited by clicking <mark style="color:green;">`Edit`</mark> button&#x20;
  * [ ] The users are status is can be activated or deactivated for this designated facility&#x20;
    * [ ] <mark style="color:green;">`Save changes`</mark> if you like to save your modifications on users activation&#x20;