Home > Manage Roles
Export to PDFOn the Role management page, you can view three tabs: Business owner, Audit viewer, and Security admin. Users with each role are listed under the corresponding tab.
As a Service Administrator, you can add internal users to Confide as Business Owner, Audit Viewer, or Security Admin.
Refer to the following steps to add users to Confide and assign them a role:
Click Add users in the upper-right corner of the page.
In the Add users window, select the role that you want to assign to the users.
Enter part or full email address or username in the Users text box, and then search results are displayed. Select the user that you want to add from the search results.
Repeat to add multiple users.
Click Save and an invitation email will be sent to the user with the defined email address. In the email, the invited user will find the AvePoint Confide environment URL to access AvePoint Confide.
Refer to the following steps to remove Business Owners:
In the Business owner tab, select one or multiple Business Owners you want to remove, and then click Remove above the table. Alternatively, you can click the Remove button to the right of a Business Owner to remove the Business Owner.
In the confirmation window, click Remove to remove the selected Business Owners.
To remove their access to those projects simultaneously, select the Remove from all projects option. They will no longer be able to access the projects where they are Business Owners after they have been removed.
Refer to the following steps to remove the Audit Viewer or Security Admin role from users:
Select one or multiple users from whom you want to remove their roles under the Audit viewer or Security admin tab, and then click Remove above the table.
In the confirmation window, click Remove to remove the corresponding role from the users.