Managing Users

You can manage your team on the Team page. To go to the Team page, click the avatar in the top right navigation, select the 'Settings' option and then the Team tab. 

Inviting Other Users

If you are an admin, you can invite additional analysts on the Team page. Click the ‘Create User’ button at the top right of the page to add a user.

To add a user, you’ll be asked to provide the following details:

• First name
• Last name
• Email
• User role (learn more about user roles)

Once you’ve completed these details, click 'Send Invitation'. An email is sent to the user to create a password and the account and be able to login to the Ravelin dashboard.

Granting access to multiple accounts

If you're integrating multiple accounts into Ravelin, you'll have additional options available to you on the user edit page to allow you to grant access to multiple accounts.

Once you've invited the user, click the edit icon on the team list page and you'll notice an "Access" section on the user edit page. By default, Accounts will be selected. This allows you to grant access to one or more accounts for that user. 

Granting access to Groups

Instead of granting access to individual accounts, you also have the option to instead grant access through access groups. Granting access to a group is beneficial if you'd like to grant your users to a specified set or subset of your accounts, rather than granting access to those accounts individually.

Once setup, you can grant all users access to any additional accounts you subsequently integrate by simply adding these new accounts to the group (instead of having to update each user's access with the new account).

Groups cannot currently be created or modified within the dashboard; please contact Ravelin to create them for you.

Default Group

You will notice one Default Group available to select - this is a group that automatically contains all your accounts. If you want to grant a user access to all your accounts (as well as any future accounts that will be created), you should grant them access to your Default Group. 

Hovering over a group in the dropdown will show all accounts that are currently contained in the group.

Make a User an Admin

Only admins can promote other users to an admin role. If you are an admin, you can promote a user to the administrator role on the Team page.

To promote a user to the administrator role:

1. Click the avatar icon, on the top right navigation
2. Click the 'Settings’' option
3. Select the ‘Team’ tab
4. Select a user and click 'Edit User'  
5. Change their role by selecting Admin
6. Click Update

Deleting Accounts

Only admins can delete accounts. If you are an admin, you can delete an account on the Team page.

To delete an account:

1. Click the avatar icon, on the top right navigation
2. Click the 'Settings’ option
3. Select the ‘Team’ tab
4. Select a user and click 'Delete' 
5. Confirm you want to delete the user by clicking 'Delete this user'

Resetting a User’s password

Admins can reset a user's password. If you are an admin user you can reset a users password by retrieving a password reset link on the Team page.

To reset a user's password:

1. Click the avatar icon, on the top right navigation
2. Click the 'Settings’ option
3. Select the ‘Team’ tab
4. Select a user and click 'Edit'
5. Click 'Reset Password'

Users can also reset their own password via the Forgot Password option on the login page. 

Sandbox Mode Users

One important point to note is that creating a user in sandbox mode restricts that user to sandbox data only, and they will not be able to access live data without deleting the account and re-inviting the user in live mode.

This can occasionally be useful if you need to restrict developers to sandbox data only, but in any other case you should only invite your users in live mode, as they will have access to both live and sandbox mode.