Home Page

Members of an organization are presented with a home page tailored to their role and the permissions. The navigation options may also vary based on role and the permissions assigned to a user.

Below is a brief overview of the homepage organization and how members permissions restrict the display of various sections of the homepage

Section	Account Owner	Other Members
List of available Products	You will be able to view a list of all the products available under that registration.	They will see the products assigned to them by the account owner or any other authorized member.
Start a trial	You will see the "Try Now" button and can start a trial.	They can explore the product if the account owner has initiated the trial.
Account Overview	You will have access to all the metrics of your account	Other members can only view the metrics to which they have access (i.e., the functionalities on which the metrics are based)
Quick Links	You can view	All other members will be able to view

Navigations

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Side Menu

Depending upon your role and the permissions assigned to you, you will be able to

1

Manage Organization Account

The organization account can be personalized to display the organization's name and logo. Policies such as the Password Policy and the Data Privacy Policy can be managed for the organization. Additional Security measures, such as mandatory two-factor authentication (2-FA), can be enforced. Additionally, access to specific ViewZen products and solutions can be restricted, and context-based permissions can be created to control user access.

Navigate to "Context based Permissons" to learn more about them

2

Manage Roles and Permissions

Roles consolidate access permissions to resources, enabling you to grant uniform access to users who are expected to perform similar functions within your organization’s account. Role-based access assignment minimizes errors caused by unintended access and simplifies the auditing of access permissions at the user level. An example of a role is an owner, who has full control over all resources, or an administrator.

Permissions help control what users can create, view, modify, or delete. For instance, a permission could allow a user to invite others and manage user data, including viewing, editing, and deleting it.

3

Manager Users / Members

User management involves overseeing and controlling user access within an organization. User can be invited to join the organization account, asigned a specific role. Apart from the role, granular permissions can be assigned to each user. User can be deactivated.

Always lock accounts of users who are no longer part of your organization or who no longer require access to your organization’s resources.

4

Create and Manage User Groups

User groups allow the account owner or administrator or other authorized members to organize users with similar characteristics, particularly in terms of permissions and access to data resources. For instance, all users of a particular department or location may be grouped into groups etc. All members of a user group will have the same set of permissions and access to the same data resources.Users who are

Navigate to the Roles and Permissions Section for more details.