Users & Tokens

Accounts for other people or applications to use on seedata.io

This page offers simple, step-by-step instructions to help you manage your users and tokens. From creating a new user, resending an invite, to deleting or editing an existing user, this guide has you covered. Keep this page handy as a reference for all your user management needs.

Users

Create a new user

To add a new user to your organisation, begin by accessing the ‘Settings’ menu located on the left-hand navigation bar.

In ‘Settings’, find and select ‘Users’. This action will take you to a page where you can manage all the users within your organisation.

Look for a button labelled ‘Create user’ on this page. Clicking it will initiate the process of adding a new user.

An input form will appear asking for details about the new user. Fill in the required information, including first and last name, email address, description, and their role within the organisation. Then, click on ‘Save’ to confirm the new user.

An invitation will be sent to the provided email address, inviting the new user to join your organisation on the platform.

Resend an invite to a new user

To resend an invitation to a new user, select ‘Settings’ from the left-hand navigation bar.

Next, navigate to the ‘Users’ section within ‘Settings’. This will display a list of users associated with your organisation.

Locate the user to whom you’d like to resend the invitation. Next to their name, click on the three horizontally aligned dots to open a dropdown menu.

Choose ‘Resend Invite’ from this menu. A new invitation email will be generated and automatically sent to the user’s email address.

Delete an existing user

To remove an existing user, navigate to the ‘Settings’ option in the left-hand navigation menu.

Click on the ‘Users’ section within ‘Settings’. This will display a list of users linked to your organisation.

Identify the user you wish to remove. Next to their name, click on the three horizontally aligned dots to reveal a dropdown menu.

Select ‘Delete User’ from this menu. A confirmation prompt will appear, asking you to confirm the deletion.

Click ‘Confirm’ on this prompt to finalize the deletion.

Edit an existing user

If you want to edit an existing user’s details, start by going to the ‘Settings’ option in the left-hand navigation menu.

Within ‘Settings’, find and select the ‘Users’ section. This will display a list of all users associated with your organisation.

Find the user whose details you want to edit. Next to their name, click on the three horizontally aligned dots to open a dropdown menu.

Select ‘Edit User’ from this menu. A new screen will open, presenting fields with the user’s current details. You can edit the user’s first name, last name, description, or role here.

Once you’ve made the necessary changes, click ‘Save’ to update the user’s information.

Tokens

Create a new token

To generate a new token, start by selecting the ‘Settings’ option on the left-hand navigation panel.

In the ‘Settings’ menu, look for the ‘Tokens’ tab and click on it.

You’ll be presented with a list of existing tokens. To create a new one, locate and click on the ‘Create token’ button, situated at the top right corner of the page.

This action will open a prompt, asking for necessary details for the new token such as its name, description, and required permissions. After filling in the information and ensuring it’s correct, click ‘Create’ to generate your new token.

Edit an existing token

To edit an existing token, navigate to the ‘Settings’ menu found on the left-hand navigation panel.

Once in the ‘Settings’ menu, locate and click on the ‘Tokens’ tab, where you’ll find a list of all current tokens.

Identify the token you wish to edit. Next to each token, you’ll see three horizontally aligned dots. Click on these dots for the token you want to modify.

A dropdown menu will appear. From this menu, select ‘Edit’.

A prompt will then display the current details of the token. Make your necessary modifications here, and when you’re finished, click ‘Save’ to confirm the changes.

Delete an existing token

If you need to delete an existing token, first navigate to the ‘Settings’ menu located on the left-hand navigation panel.

Once in ‘Settings’, locate and click on the ‘Tokens’ tab. This will display a list of all tokens currently in use.

Find the token you wish to delete. Beside each token, there are three dots forming a horizontal line. Click on these dots for the token you want to delete.

A dropdown menu will appear. From this menu, select ‘Delete’.

A prompt will then appear, asking for your confirmation to delete the token. Click ‘Confirm’ on this prompt, and the system will delete the token.