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Poppy Barber

User Management in edison365

This on-demand video is designed for edison365 admins and Product Owners who want to understand how to manage users, permissions, and access across the platform.

It walks through the key steps for onboarding users, from assigning licences and global roles to managing template access, workflow permissions, record-level access, and light user contributions. Ideal for anyone responsible for setting users up correctly and making sure they have the right level of access from day one.

What will I learn?

How to assign licences and understand the different licence types
How to manage global user roles, including admins, executives, and resource managers
How to grant template-level access for challenges, ideas, business cases, projects, and programmes
How workflow permissions work for reviewers and triage team members
How to manage access for specific records
How lite users can contribute to items and tasks through the personal page

What next?

Connecting to Power BI Reports in edison365

Best for: Admin users, Product Owners

User Management in edison365

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