vellum User Admin Console - User Guide

Created by Daria Byrne, Modified on Mon, 27 Mar, 2023 at 11:28 AM by Daria Byrne

Summary

vellum User Admin Console is available for privileged organizational administrators to manage vellum units/departments, users, and custom teams in addition to basic support tasks such as password resets and user "ban" reviews/removals. The functionality within the User Admin Console allows organizations to manage all user operations.

Console Navigation	The left sided navigation pane allows Admins to toggle between lists of users, units, and organizations.
Console Filters	Filters are available to narrow down results. Admins may filter by organization and unit.
Console Search	Admins may search across data. Results return against search parameters.
User Profile	To see or make changes to a user, select the wrench icon. Clicking on the icon, will open a new window where general information about the respective user is visible. This includes: First Name Last Name Personal Email Dashboard Role Type Primary Organization and Unit Name Additional Units Role Type Company Email
Reset Password	From the User Profile view, the Admin may trigger a reset password for the respective user to the primary (personal) email address.
Delete User	From the User Profile view, the Admin may delete a user. This permanently removes their vellum access and removes all prior check-in data.
Ban User	From the User Profile view, the Admin may temporarily ban a user. This temporarily bans their vellum access but does not remove prior check-in data.
Dashboard Role Type	Admins may select from one of two Dashboard Role Types. These role types are: User Admin Selecting Admin allows the respective user to be deemed a leader for their respective Unit(s) and grants persmissions to the Leader Portal.
Primary Unit	Each user signed up to use the vellum app with an access code. The access code entered upon account creation tethers the user to a primary unit. The primary unit is visible in Users > Organization > Unit.
Additional Units (or Teams	Users can be assigned to secondary units or teams. This functionality is available in Users > Organization > Additional units. Clicking on the dropdown will allow the Admin to multi-select additional units for which the user should be a member. There is no limit to the number of teams an individual can join.
Remove User from Units (or Teams)	User can be removed from units or teams at any time. To remove a user users> Organizations > Additional units > Click on "X" of unit wishing to remove.
Add Units	Admins may add units (or teams) to the vellum application. To add a unit Unit > Add Unit > Complete required information. Following the submission of this information, an access code is generated.
Edit Units	Admins may edit the unit name by clicking on the wrench icon in the Units view.
View Unit Members	Admins may view members that belong to each unit (or team). To view members Units > wrench icon > View Members. Members are listed as "Primary" (meaning they signed up with vellum using the access code tethered to that unit) or "Additional" (meaning they were manually added to the unit).
Additional Organizations	Additional organizations can be added via the Admin Console. This functionality is available in Orgs > Add Org. Organizations should be added only upon contract expansion. Once an organization is added, units/teams within that organization can be created.
Edit Organizations	Admins may edit the organization name by clicking on the wrench icon in the Orgs view.
Custom Teams	Admins may create custom teams comprised of users across the Account. A custom team is never a primary team, but users can join a custom team as an "Additional" team.