User management

This guide will explain the different user roles and their access on the Tekst App. 

Tekst offers role-based access control to ensure users have the appropriate level of access and privileges based on their needs. The standard user role provides the essential permissions needed to navigate the platform and collaborate effectively within your organization.

Following are the standard roles:

Demo

Access: Demo users have restricted permissions and cannot make any changes. They are specifically designated for use within demo organizations.

Usage: Ideal for showcasing Tekst's capabilities without the ability to modify settings.

Reader

Access: Readers only have read access, and no changes can be made to settings.

Usage: This type of user is ideal for someone who just wants to see some information but does not have the ability to change anything in any way.

Contributor

Access: Contributors have read and write access. They can change the labels, rename the organization, invite other users, and add integrations. They cannot change others' roles, delete items, or access audit logs.

Usage: Contributors are individuals that are actively involved in creating an organization’s content but do not need to manage it administratively.

Admin

Access: Admins can access and modify all settings. There can be more than one Admin per organization.

Usage: Admins are suitable for individuals who need extensive access and control within the organization.

Outlook Only

Access: Outlook Only users can only log in on the Tekst Outlook App. They can view AI insights on emails - like tags, entities, and automated actions - without accessing the main Tekst web dashboard.

Usage: This role is ideal for team members who need email intelligence directly in Outlook but don't require full platform access.

Prerequisites: 

• Your organization has an active Outlook integration configured.
• AI models are deployed to provide email insights.
• Users have Microsoft 365 or Outlook accounts.

Contact Tekst for Custom Roles

If your organization needs more granular roles or specific permissions tailored to your use case, please consider contacting support@tekst.com. Our team can provide you with more details and help you establish roles that would meet your specific organizational requirements.

Now you know how to effectively scale user roles on Tekst. Just let us know if you have any questions or need further assistance, and we will be happy to help you out via support@tekst.com.

This guide goes over the steps to invite new users to your Tekst organization.

Note that you need to be an admin or contributor to invite new users.

Step 1: Navigate to "Users"

On the Tekst platform, locate and click on the "Settings" option. This is typically found in the bottom navigation menu, providing access to various configuration and account management features.

Within the "Settings" section, find and click on the "Users" tab. This area is specifically designed for managing the users associated with your Tekst workspace.

Step 2: Click on "Add users"

Locate and click on the "Add users" option. This initiates the process of sending an invitation to the individual you want to join your Tekst workspace.

You can invite up to 25 users at once by entering multiple email addresses separated by commas.

Step 3: Enter the Email and assign a role

In the "Email" field, type the email address of the person you want to invite.

Assign one of the following roles for the invited users:

• Admin has full access to the Tekst workspace, including admin settings, user management, and role changes.

• Contributor has edit access to most modules, including the ability to invite new users, but cannot access admin settings.

• Reader has read access to most modules, but cannot edit or invite users.

• Outlook Only can only log in on the Tekst Outlook App, not on the web platform. This role is only available when your organization has an Outlook integration configured.

Now, you have successfully invited a new user to join your Tekst workspace. The invited person will receive an email with instructions on how to access and join the platform.

Optional: Delete or resend invitation

If you need to resend or delete the invitation for any reason, click on the person you wish to delete or resend the invitation to. Click on the trash can in the bottom left corner to retract the invitation or on the "Resend invite" button to resend the invitation.

If you encounter any issues or have further questions, contact Tekst support for assistance.

The steps below will guide you through the process of changing a member’s role within your Tekst account. Whether you're promoting a user to a contributor or adjusting their role for specific responsibilities, Tekst offers a simple and intuitive way to manage user roles effectively.

Step 1: Navigate to "Users".

On the Tekst platform, locate and click on the "Settings" option. This is typically found in the bottom  navigation menu, providing access to various configuration and account management features.

Within the "Settings" section, find and click on the "Users" tab. This area is specifically designed for managing the users associated with your Tekst workspace.

Step 2: Change role

In the "Users" tab, you'll see a list of all the users linked to your Tekst account. Click the user whose role you want to change. In the column 'ROLE', you can switch the user role. 

Additional Tip:

Be sure to communicate any role changes clearly with your team members to ensure aligned expectations. Once you’ve selected a new role, a confirmation message will appear, confirming that the update has been successfully applied for each member.

Congratulations! You’ve successfully updated a team member’s role on Tekst.
If you have any questions or need further assistance, feel free to consult the detailed Scribe documentation or contact Tekst Support for personalized help.
Enjoy seamless collaboration within your Tekst workspace!