When your company's Onna account is provisioned, an Admin will be invited to get started. The Admin(s) can then invite other members of your organization to the Onna platform. 

To do so, an Admin will need to navigate to User Management in their Admin Panel menu

Within User Management, admins can invite users to the platform, assign/edit user permissions, create user groups, and lock users. To add users, an Admin will need to click on the Add User icon at the top right


Entering in email addresses will allow the admin to invite those people to Onna. 

Note: all users will automatically be invited with the Role "User." Roles can be edited back on the User Management page with the dropdown under "Role." 

User Roles & Permissions 

The user roles described in this article are available for Onna Enterprise users and sign-up users. These are available through the admin dashboard for Onna Enterprise users and through the 'Manage Members' menu section for sign-up users. 

Onna has three types of users available:

Admin & Account Holder

Admins have full permissions over the admin dashboard including the ability to 

  • Add & delete users 
  • Manage enterprise sources 
  • Modify account preferences

Within the user platform this type of user can:

  • Add enterprise sources
  • Add/delete workspaces of their own or where they’re a manager 
  • Add/delete sources of their own 
  • Export sources or files that they have permissions to see 

Admins can only see workspaces and connections on the platform that they have permissions to see. This is not an all-seeing role. 

Note: Account holder has same permissions as admin. The account holder can also manage billing information for the account. There can only be one account holder for the organization.

User

The Onna user has access to the user platform. Within the user platform this type of user can:

  • Add/delete workspaces of their own or where they’re a manager 
  • Add/delete sources of their own 
  • Export sources or files that they have permissions to see 

Users can only see workspaces and connections on the platform that they have permissions to see. 

Guest

Guests have view only permissions. Within the user platform this type of user can: 

  • View files they have access to see

This type of user cannot add connections or workspaces to the platform. 


User Groups

Onna Admins can create user groups to make sharing across the platform more efficient. For example, a group for all of the members of the Legal Team at your company. 

To create a group, an Admin must navigate to User Management and click on the Create New Group icon.

The admin will then give the group a name, determine whether or not the group will be secret, and add members to the group. 

Finally, to edit and manage user groups, Admins may click on the group's icon listed under User Groups on the User Management page. 

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