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Documentation Index

Fetch the complete documentation index at: https://docs.oleria.com/llms.txt

Use this file to discover all available pages before exploring further.

Invite new users to your Oleria workspace, update their roles, and remove access when needed. All user management actions are available to Administrators from the Manage Users panel.

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Add a user

1

Open Manage Users

Log into the Oleria workspace. Select your avatar in the upper right corner, then choose Manage Users from the dropdown.Manage Users option in the avatar dropdown menu
2

Click Add new user

Select Add new user.Add new user button on the Manage Users page
3

Fill in user details

In the New user dialog, enter the user’s email address and select their role. All fields are required. Click Save.New user dialog showing email and role fields
4

Confirm the action status

A status notification confirms the action completed successfully.Action status notification after adding a user
5

Verify the invited user

The new user appears in the user list with an Invited status.User list showing the newly invited user with Invited status
The invited user receives an email from no-reply@oleria.com with a link to accept the invitation. They must accept within 7 calendar days before the invitation expires.

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Accept an invitation

Invited users receive a “You’ve been invited to join [your tenant]‘s Oleria workspace” email from no-reply@oleria.com. If it doesn’t arrive within a few minutes, check your spam or junk folder.
1

Click Accept Invitation

Open the invitation email and click Accept Invitation.Invitation email with Accept Invitation link
2

Select your login option

On the login screen, select the option that matches your email provider.Login screen with email provider options
3

Confirm active status

Login is complete. The user now appears as Active in the user list.

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Resend an invite

Invitations expire after seven days. If a user did not accept in time, you can resend the invitation.
1

Open Manage Users

Log into the Oleria workspace. Select your avatar in the upper right corner, then choose Manage Users from the dropdown.
2

Select the user

Click the row for the user whose invitation you want to resend.User list with the expired invite row selected
3

Click Resend invite

Select Resend invite.Resend invite button in the user detail panel
4

Confirm the action status

A status notification confirms the invite was resent. The user’s status returns to Invited.Action status notification after resending the invite
If the email address was incorrect, delete the user before resending an invite.

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Delete an invite

Cancel a pending invitation before the user accepts it.
1

Open Manage Users

Log into the Oleria workspace. Select your avatar in the upper right corner, then choose Manage Users from the dropdown.
2

Select the user

Click the row for the user whose invitation you want to delete.
3

Click Delete invite

Select Delete invite.Delete invite button in the user detail panel
4

Confirm the deletion

Click Yes, delete invite to confirm.Confirmation dialog for deleting the invite
5

Confirm the action status

A status notification confirms the deletion. The user no longer appears in the user list.Action status notification after deleting the invite

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Update a user’s role

Change the role assigned to an existing user.
1

Open Manage Users

Log into the Oleria workspace. Select your avatar in the upper right corner, then choose Manage Users from the dropdown.
2

Select the user

Click the row for the user whose role you want to change.
3

Click Change role

Select Change role.Change role button in the user detail panel
4

Select the new role

In the dialog, select the new role for the user. See Default user roles for a description of each role.Role selection dialog
5

Save the change

Click Save. A status notification confirms the update. The user list reflects the new role.Action status notification after updating the user role

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Remove a user

Revoke a user’s access to the Oleria workspace.
1

Open Manage Users

Log into the Oleria workspace. Select your avatar in the upper right corner, then choose Manage Users from the dropdown.
2

Select the user

Click the row for the user you want to remove.User list with the target user row selected
3

Click Delete

Select Delete.Delete button in the user detail panel
4

Confirm the removal

Click Yes, remove user to confirm.Confirmation dialog for removing the user
5

Confirm the action status

A status notification confirms the removal. The user no longer appears in the user list.Action status notification after removing the user

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Contact us

For questions, contact us at support@oleria.com.