User management

👥 User Account Management

🧾 Introduction

The User Account Management feature allows administrators to add, modify, or remove users who can access BeeApp or BeeXcel, while precisely defining their access rights and permissions within available configurations.

🎯 Objective

Enable organization administrators to control exactly who can do what within the application, ensuring data security and optimizing collaboration across contributor profiles.

✅ Key Advantages

• Enhanced security: restricted access based on roles and configuration scope.
• Organizational flexibility: tailor permissions for each user based on their responsibilities.
• Centralized control: one interface to manage both BeeApp and BeeXcel users.
• Improved productivity: users only see the configurations and actions relevant to them.

💡 Usage Example

👩‍💼 Claire, a data manager at a retailer, wants to ensure that:

• Her marketing team can execute patterns related to product descriptions.
• Her SEO partner can edit only prompts to optimize content.
• The product team can modify static product filters without touching the prompts.

Using the user management interface, she:

1. Adds each user by entering their professional email address.
2. Assigns rights per user:
   • Run patterns for marketing.
   • Edit prompts for the SEO partner.
   • Edit static selections for product managers.
3. Restricts access to sensitive configurations to head office staff only.

⚙️ Configuration

User management is done from the Admin section.

Step 1: Access the User Management Page

• Click the "Admin" icon in the left sidebar.
• Then select the "My Organisation" tab.
• The list of users appears under the "General" section.

Step 2: Invite a New User

• Click the + INVITE USER button.
• Enter the user’s email address and confirm.

Step 3: Manage User Roles

Each user is listed with their email, first name, and last name. The icons on the right let you adjust roles:

Step 4: Define Permissions per Configuration

From the "Manage user rights" menu (orange icon), an admin can assign specific permissions per configuration: