Managing Dashboard Users in the Soter Platform

All user access and permissions are controlled through the "My Company" section of the Soter Dashboard. From here, you can invite, edit, and remove users as needed.

1. 1Navigate to My Company.
2. 2Click "Invite user" (top-right corner).
3. 3Fill in the first name, last name, email address, and job role.
4. 4Set additional options: receive notifications when help requests are submitted, and permission to invite other users.
5. 5Assign site and department access. By default, users can see all sites and departments; to restrict access, click the + button and select only the relevant groups.
6. 6Click "Invite user" to send the invitation email, or copy the invitation link to send manually.

1. 1Find the user in the My Company list.
2. 2Click the menu icon (⋮) next to their name.
3. 3Select Edit to change the email address, job role, or visibility settings (departments/sites).

You can also:

• Send a password reset
• Resend invitation
• Delete user if they no longer need access

• Limit dashboard visibility based on user responsibility to maintain data security.
• Regularly audit users with full access, especially after team changes.
• Use descriptive job roles when inviting new users for clarity in permissions.