User Manual
  • Welcome
    • Getting Started
      • Introductory Note
      • Creating an Account
    • Setting up Workspaces
      • Buying a new Workspace
      • Single cluster and multiple cluster
        • Setting up a Single Data Cluster
        • Setting up Multiple Data Clusters
      • Setting up Fields to Extract
      • Setting up Export Templates
    • Assign Users
      • Create Users and add them to the Realm
      • Assign User To A Workspace
    • Running the Extraction WorkFlow
      • Upload Documents
        • Uploading documents from the Admin panel
        • Uploading documents from Web App
      • Extract Records
      • Verify Records
      • Export Data
    • Databridge
      • Inbox
      • Purchase Orders
      • Sales Order
      • Exception
      • General
      • Duplicates
      • Starred
      • Direct Entry
      • Audit Logs
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  1. Welcome
  2. Assign Users

Assign User To A Workspace

Assigning users in a workspace controls access and facilitates collaboration, ensuring individuals can contribute effectively while maintaining security.

PreviousCreate Users and add them to the RealmNextRunning the Extraction WorkFlow

Last updated 8 months ago

  • Go to your Workspace setup and select the option to edit your workspace.

  • Navigate to the user section.

  • Choose a user from the provided list whom you'd like to allocate.

  • Click "Assign User" to allocate them to this Workspace.