Your platform role dictates the actions you can do on the platform. We have 3 user roles in the platform
The Viewer is intended for external collaborators, where they can only see the Homescreen of a specific project, and cannot use any major platform capability, incl. creating a new project and uploading new data.
Contributor is the core role with full access, but limited Workspace actions.
In addition to all the actions that the Contributor can do, the Admin can also enforce Workspace-wide configurations like specifying all Schedule Health Check thresholds.
The Admin can see all N&L projects, whilst Contributors and Viewers can only see N&L Projects that they have been invited to.
Here is a detailed list of the differences of each role
Inviting users is straightforward, simply Click to enter the project you want to invite a user to, and click on the "Add to a project" button in the bottom left corner. You can invite one or many users at the same time, by simply adding their email addresses and assigning roles to them. Note that:
Note that to be able to invite someone on the platform, you need to invite them to at least one project already created on the platform.
If you want to invite someone to showcase the platform, but don't want to invite them to one of your projects, you can invite them to the generic Demo Rail Project - in that way, they can experience the full power of the platform without you sharing data with them that you don't want to.
What you see in the platform belongs to your own dedicated N&L workspace.
Admins can control and monitor certain aspects of the platform such as tracking overall platform adoption, monitoring user permissions, and if needed, controlling both existing user roles and pending invites.
You can control all of this through the Admin tool - if you are an Admin, you will see this Admin tool icon at the top right of your screen
You can drive adoption of N&L by knowing how much your team is already using it - by clicking on the Overview screen you will an interactive chart that shows how many files are being adopted over time. The more files, the higher the adoption!
You can also see a number of additional adoption metrics, including the number of total users and the number of both projects and schedules currently being analysed on the platform.
You can see all the users that have access to your N&L workspace by clicking on "Users" in the left navigation bar.
Each row is a user, and for each user, you can see useful information including
You can use the search bar to search for a specific user, along with being able to filter and/or sort based on the information within any given column.
You can also export the information for your record - click the "Export" button on the Top right of the screen and you will receive a copy of the information shown on your screen.
The Admin Tool also enables you to Change the platform role of a user, along with Suspend or Activate a user.
To Change a user role:
To Suspend/ Activate the user:
You can see all the projects uploaded to your N&L workspace by clicking on "Projects" in the left navigation bar.
Each row is a project, and for each project, you can see useful information including
You can also export all the information for your records by using the "Export" button on the top right. You can use the search bar to search for a specific project, along with being able to filter and/or sort based on the information within any given column.
You can add or remove a user within a project, along with controlling the actions they can do by changing their platform role. You can also delete or rename any project.
To Edit project members:
To Delete or Rename a project:
You can see all the pending invites already sent by clicking on "Invites" in the left navigation bar.
Each row is an invite that has already been sent out, and you can use this as an audit log to see who invited who, when, and to which project.
For each invite, you can see useful information including
You can also remind all pending invites with a single button on the top right of the screen, along with exporting the information for further review. As with the rest of the screens, you can use the search bar to search for an email, along with being able to filter and/or sort based on the information within any given column.
To Remind all pending invitees:
Simply click the "Remind All Pending" button at the top right of the table and confirm.
To Resend or Revoke an invitation: