Set Up Users and Permissions in Extract

As an admin, you can manage user access and roles for each Extract project through the Settings page. This ensures that the right team members have the appropriate permissions based on their responsibilities.

View Project Users

On the Settings page in your Extract project, you will see a table listing all users currently added to the project, including their name, email, and role. From there, you can add, edit, or delete users.

Add Users to the Project

• Navigate to the Settings page in your Extract project.

• Click Add user to invite a team member to your project.

  This will open the Add project user modal, where you can:

• Select a user from the dropdown list.

  The dropdown includes all users who have been added to your Team via the general user management system in BEAMON.

  If the user you're looking for is not listed, first check if they’ve already been added to the project. If not, refer to Add Users to Your Team in BEAMON for instructions on adding them to your organization.

• Assign a role from the Role dropdown:

  • Admin: Can manage project settings, including adding/removing users, connecting to BRYTER workflows, and adding Action Buttons.
  • Collaborator: Can interact with the grid and review data but cannot access the Settings page or manage integrations.

Change a User’s Role

To change a user’s role, locate the user in the user table and select the preferred role using the Role dropdown.

Delete a User from the Project

To remove a user from the project, click the trash can icon in the row of the respective user.