{"id":29625,"date":"2021-08-12T09:24:08","date_gmt":"2021-08-12T08:24:08","guid":{"rendered":"https:\/\/multisite.korebots.com\/?p=29625"},"modified":"2022-07-25T06:36:19","modified_gmt":"2022-07-25T05:36:19","slug":"members-and-roles","status":"publish","type":"post","link":"https:\/\/developer.kore.ai\/v10-1\/docs\/process-apps\/settings\/members-and-roles\/","title":{"rendered":"Members and Roles"},"content":{"rendered":"<section class=\"l-section wpb_row height_auto\"><div class=\"l-section-h i-cf\"><div class=\"g-cols vc_row type_default valign_top\"><div class=\"vc_col-sm-12 wpb_column vc_column_container\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\">\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<p><span style=\"font-weight: 400\">The <\/span><b>Members and Roles<\/b><span style=\"font-weight: 400\"> option allows you to invite new users, manage users and their roles so that they can contribute to your project. For example, let us consider you are creating a Process App. There are a few tasks involved in the creation of a Process App and you want your co-developers to work on those tasks. In this scenario, you can use this feature to invite your co-developers to work on tasks.<\/span><\/p>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_medium with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h2><span class=\"ez-toc-section\" id=\"Invite_New_User\"><b>Invite New User\u00a0<\/b><\/span><\/h2>\n<p><span style=\"font-weight: 400\">To invite a new user, follow the below steps:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Click the <\/span><b>Settings <\/b><span style=\"font-weight: 400\">tab on the top.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">By default, the <\/span><b>General Settings<\/b><span style=\"font-weight: 400\"> page is displayed.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">On the left pane, click <\/span><b>Members and Roles<\/b><span style=\"font-weight: 400\">.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">On the Members and Roles page, click <\/span><b>Invite New User<\/b><span style=\"font-weight: 400\">.<\/span>\n<p><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20210816172206\/members-and-roles-1.jpg\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20210816172206\/members-and-roles-1.jpg\" alt=\"\" width=\"1364\" height=\"623\" class=\"alignnone size-full wp-image-31475\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20210816172206\/members-and-roles-1.jpg 1364w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20210816172206\/members-and-roles-1-300x137.jpg 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20210816172206\/members-and-roles-1-1024x468.jpg 1024w\" sizes=\"auto, (max-width: 1364px) 100vw, 1364px\" \/><\/a><\/p>\n<\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">On the Invite New User window, enter the following details:<\/span>\n<ul>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Email ID &#8211; Enter the email address of the user you want to invite.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Group &#8211; Select the group from the drop-down list.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Role &#8211; Assign a role for the new user from the drop-down list.<\/span>\n<ul>\n<li><b>Process Developer<\/b>: This role provides access to both public and private process app developer workspaces.<\/li>\n<li><b>Process Tester<\/b>: This role provides access to both public and private process app tester workspaces.<\/li>\n<li><b>Process Manager<\/b>: This role provides access to both public and private process app workspaces.<\/li>\n<li><b>Portal User<\/b>: This is a new default role introduced for Process Apps for non-member users of a workspace to access to the public process app workspaces. The process owner can explicitly provide access to a private workspace.<br \/><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20220725063355\/portal-user.png\"><br \/><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20220725063355\/portal-user.png\" alt=\"\" width=\"310\" height=\"418\" class=\"alignnone size-full wp-image-43212\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20220725063355\/portal-user.png 310w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20220725063355\/portal-user-222x300.png 222w\" sizes=\"auto, (max-width: 310px) 100vw, 310px\" \/><\/a>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Click <\/span><b>Invite<\/b><span style=\"font-weight: 400\">.<\/span><\/li>\n<\/ol>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_medium with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h2><span class=\"ez-toc-section\" id=\"Manage_Users_and_Roles\"><b>Manage Users and Roles<\/b><\/span><\/h2>\n<p><span style=\"font-weight: 400\">To manage users and their roles, follow the below steps:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">On the Members and Roles page, you can find the list of users.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Click on the user to view their roles and permission.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Hover over the user and click the <\/span><b>vertical ellipsis<\/b><span style=\"font-weight: 400\"> icon &gt; <\/span><b>Change Owner<\/b><span style=\"font-weight: 400\">.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">On the corresponding window, update the following details:<\/span>\n<ul>\n<li style=\"font-weight: 400\"><b>Member <\/b><span style=\"font-weight: 400\">&#8211; Select a user from the drop-down list.<\/span><\/li>\n<li style=\"font-weight: 400\"><b>Role <\/b><span style=\"font-weight: 400\">&#8211; Select a role for the current user from the drop-down list.<\/span><\/ul>\n<\/li>\n<li><span style=\"font-weight: 400\">Click <\/span><b>Change<\/b><span style=\"font-weight: 400\">.<\/span><\/li>\n<\/ol>\n<p><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20210814120557\/members-and-roles1.jpg\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20210814120557\/members-and-roles1.jpg\" alt=\"\" width=\"1361\" height=\"445\" class=\"alignnone size-full wp-image-31131\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20210814120557\/members-and-roles1.jpg 1361w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20210814120557\/members-and-roles1-300x98.jpg 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20210814120557\/members-and-roles1-1024x335.jpg 1024w\" sizes=\"auto, (max-width: 1361px) 100vw, 1361px\" \/><\/a><\/p>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_medium with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"The Members and Roles option allows you to invite new users, manage users and their roles so that they can contribute to your project. For example, let us consider you are creating a Process App. There are a few tasks involved in the creation of a Process App and you want your co-developers to work...","protected":false},"author":17,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[155],"tags":[],"class_list":["post-29625","post","type-post","status-publish","format-standard","hentry","category-settings"],"_links":{"self":[{"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/posts\/29625","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/comments?post=29625"}],"version-history":[{"count":10,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/posts\/29625\/revisions"}],"predecessor-version":[{"id":43216,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/posts\/29625\/revisions\/43216"}],"wp:attachment":[{"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/media?parent=29625"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/categories?post=29625"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/tags?post=29625"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}