How to Manage Users and Teams in AIZOPlan 

Overview

To grant access to AIZOPlan, an Administrator must add new users and assign appropriate access based on their roles. New users will receive an invitation by email.

In AIZOPlan, a Team can refer to a Project Team or a Collaboration Group, depending on the purpose.

This guide walks you through managing both users and teams.

📌Access "User Management"

1. In the upper-right corner of your screen, click on Account.

2. Go to General Settings > User Management &  Structure.

3. Select User Management from the menu

You will see a list of all current users, including the following details:

• Name
• Email,
• Role,
• Status
• Created at
• Redeemed at 
• Actions
  
  

👤User Management actions 

• Add a New user

1. Click  to open the Invitation User Dialog Box.



2. Enter the user’s email address and select their role.

3. Click to send the invitation.

• Define User Access 

1. Click  next to a user's name

2. In the "Access management view", set the level of access for each module

• Edit,
• View
• Deny

By default, users are granted Edit access.

• Edit a User

1. Click next to the user you wish to update

2.Modify the role as needed and click Validate.

 

• Revoke a User

1. Click next the user

2. Confirm the action to revoke their access and subscription.

 

📌Access "Team Management"

1. In the upper-right corner of your screen, click on  Account.

2. Navigate to General Settings > User Management &  Structure

3. Select Team Management from the menu

You will see a list of existing teams  including the following details:

• Name
• Type
• Members
• Team Admin
• Actions 

👥Team Management actions 

• Add a New Team

1. Click  to open the "Add Team" Dialog Box.



2. Fill in the following information:

• Type : Project, Focus Group, Collaboration, Custom
• Members, Select from existing members
• Name : Team name
• Description

3. Click  "Add Team" to finalize.

• Edit a Team

1. Click next to the team you want to update

2.Modify the member or description click "Save changes".

 

• Revoke a Team

1. Click next the Team

2. Confirm to deactivate or delete the team.

 

✅ Conclusion

Effective user and team management ensures that the right people have the right level of access in AIZOPlan. Regularly reviewing user roles and team structures enhances security, improves collaboration, and helps align permissions with your evolving organizational needs.

AIZOPlan enables to replicate your organization's internal structure by defining divisions, departments, and roles. To add your organization's internal structure, please refer to the article : How to Set Up Your Organization's Hierarchy for detailed instructions