The user management page gives you an overview of all existing users in Apperio.
On the page you can view a list of all users and the date last logged in. You can also view the number of folders a user has access to and if they have confidential matter access.
Each user has a status breakdown as either active, invited or suspended. Active users are those that have successfully logged into Apperio. An invited status refers to any user that has not yet accepted their invitation, whereas suspended users can no longer access the Apperio platform.
Click on the name of a user to manage their access.
If a user invitation has expired you can resend their invite. To do this click on their name in the user management list and select ‘Resend’.
It is important to note that user invitations expire after a maximum of 14 days.
If you would like to withdraw the user invitation select ‘Retract’.
You can suspend an active user if you no longer want them to access Apperio. To suspend a user click on their name and select ‘Suspend’ in the user information page.
To modify the ability for users to manage other users select the General Access tab toggle ‘Access to user management’ on (green) or off (grey).
If you have access to confidential matters you can modify other users access to view confidential matters. To do this toggle ‘Access to confidential matters’ on (green) or off (grey).
You can modify the users access to folders. Click on the user name from the user management list and select the Folder Access tab.
Toggle ‘Access to all folders and matters’ to green to give full access to all folders.
To give access to specific folders select ‘Add Folders’ and select the folder from the drop down list. Click into the folder name to assign access to subfolders.
If you wish to remove folder access select the bin icon next to the folder name.
To modify folder access select ‘Add folders’.