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Improved User Management
Improved User Management

This article helps you understand the improved process for managing users in Asite.

Updated over 4 weeks ago

Below are some of the key changes while managing users on Asite with the July 2024 release:

Then

Now

In a project or a project template, the 'User Invitations' option...

  • In right-click view:

  • In thumbnail view:

...is replaced with 'Add Users'.
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  • In right-click view:

  • In thumbnail view:

While assigning access to users on a project...
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  • If a user is not found to match the entered email ID:

    Clicking on the suggested link for adding the entered email ID, a prompt appears indicating that the user is not found matching the entered email ID on the platform, with an option to invite the user if required:

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  • Invitation Process Snapshots


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  • The invited user receives an email with an option to accept or reject. Only if the invited user is registered and accepts the invitation, they can directly get access to the project, otherwise, they have to follow the steps to create a new user separately.
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...or while adding users using the new 'Add Users' option (as referred to above), separate options are available to create new users or contact support.

  • If a user is not found to match the entered email ID:

    • If you have access to create a user as needed, you get an option to create a new user right away (by clicking on the suggested link for creating a new user).

    • If you don't have access to create new users as needed, you are directed to contact Asite Support (by clicking on the suggested link for contacting support).

  • Add User Process Snapshots


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  • The invitation process no longer exists. Users added via the 'Add User' option in the project directly get assigned to the project based on the selected role. However, there is no change to the existing process of creating a new user.
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  • An email notification is sent only to notify users that they are assigned to the selected project.​ When compared with sending email invitations, this new option eliminates the need to wait for the invited user, until they respond to the invitation, or avoid issues related to invitation links getting expired after a certain time period.

While managing users in the 'Admin' tab,...

  • Search by email is supported.
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  • Listing can be filtered based on user status and subscription status.

...searching & filtering options are improved.

  • Along with email search, you can search by name or other text search options. Alternatively, a search from the column header is also available based on the type of field.

  • Listing can also be filtered based on any other account-specific information you have available regarding a particular user.

Next Article: Define User Roles and Access (on a Project)

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