Welcome to our support

Admin:

• Access Environment Administration Portal to manage users, groups, and environment subscription.
• Admin role does not give access to the Edi company environment. 

Manager:

• Access Edi Settings to configure Record Categories, Workspaces, Access Levels, and File Templates.
• Manager Role does not give access to Edi Admin.

Basic:

• Access to create new Records and view assigned Workspaces and Records.
• No access to Environment Administration, Edi Settings, or Billing.

Once the users accept the invites and create the profile, the users with Admin Role would edit roles and see the user dashboard.

To edit a user role, press on the user and then select Edit:

Once finish the changes, press Save Changes.

Also, as Admin Role you will be able to:

• Deactivate User: This function is to inactivate but not to delete the user.
• Remove: This function will delete the user.
• Reset Password: This function can be done by the user, but if the admin needs to perform this action, can do it from this section.