Overview

The User Management module in Saras iQ allows enterprise admins to securely manage users within their organization. Admins can invite users, assign roles, edit access, resend invites, and remove users, ensuring proper governance and access control.

Steps to invite a new user to Saras iQ

1. Log in to Saras iQ.

2. Click on your profile icon (bottom-left corner).

3. Select User Management from the menu.

4. Click “Add New User”.

5. Enter one or more email addresses.

6. Select a role (IQ Admin or IQ User).

7. Click Send Invite(s).

What Happens Next
8. Invited users receive an email invitation.

9. Once they accept the invitation, they will see the screen to connect Pulse Backend. 

1. Existing Pulse users can click on Connect Pulse backend and start using iQ. 
2. Non-Pulse users, contact us to set up the appropriate data warehouse for their account. 

User Roles

iQ Admin

iQ Admins have full access to:
    •    Invite new users
    •    Edit user roles
    •    Resend invites
    •    Delete users
    •    Access all platform features

iQ User

iQ Users have limited access based on assigned permissions and cannot manage users.

Other Functionalities 

Resending an Invite

1. Locate the user with the Invited status.
2. Click the Action (⋮) menu.
3. Select Invite Again.

This re-triggers the invitation email.

Editing User Details

Admins can update a user’s role at any time.

Steps

1. Click the Action (⋮) menu next to the user.
2. Select Edit.
3. Update the user’s role.
4. Click Save changes.

Deleting a User

Admins can permanently remove users from Saras iQ.

Steps

1. Click the Action (⋮) menu.
2. Select Delete user.
3. Confirm deletion in the modal.

Important Note
    •    Deleted users must be re-invited if access is needed again.