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  5. Members, Groups and Rights

Members, Groups and Rights

How can I grant or revoke access for new users to my Metasoul tenant?

From the start page, the user menu can be opened via the profile icon in the upper-right corner. Selecting the “Organization” option leads to the company settings.

If access via the menu is not available, the company settings can alternatively be accessed directly via the following link: https://login.metasoul.com/profile/company

The homepage of the Metasoul platform titled “Privacy Assistant”. In the upper-right corner, the profile menu is open, displaying the options “Account”, “Language”, “Organization”, “Subscription & Payment”, and “Logout”.

First, navigate to the “Users & Invites” tab.
Then, in the “Invites” section, click “Invite user”.

On the “Company” page, within the “Invitations” section, a table is displayed with the columns “Email,” “Invited On,” “Declined On,” and “Expires.” Above the table, the “Invite User” button is located.

In the pop-up window that appears, the email address of the intended recipient is entered.

The recipient receives an email from hub@metasoul.com:

  • If a Metasoul account already exists, the link included in the email can be used to navigate directly to the page where the invitation is confirmed.

  • If no Metasoul account exists yet, an account must first be created, which is then automatically added to the corresponding tenant.

Note:
The function for removing users is currently still under implementation and will be available shortly. For questions regarding the planned implementation, the support team can be contacted by email at info@metasoul.com.

How can I create user groups and assign users to a group?

From the start page, the user menu can be opened via the profile icon in the upper-right corner. Selecting the “Organization” option leads to the company settings.

If access via the menu is not possible, the company settings can alternatively be accessed directly via the following link: https://login.metasoul.com/profile/company

The homepage of the Metasoul platform titled “Privacy Assistant”. In the upper-right corner, the profile menu is open, displaying the options “Account”, “Language”, “Organization”, “Subscription & Payment”, and “Logout”.

Navigate to the “Groups” tab and click the “Add group” button.

A form opens in which the required data for creating the group is entered:

  • Group name
  • Company (to be selected from a drop-down list)
  • Members (also to be selected from a drop-down list)

A small window in the form of a form titled “Create New Group,” featuring the input fields “Group Name,” “Company,” and “Members.”

After clicking “Create,” a confirmation is displayed indicating the successful creation of the group. The newly created group is then visible in the system.

How can I assign different rights to users in Metasoul?

From the start page, the user menu can be opened via the profile icon in the upper-right corner. Selecting the “Organization” option leads to the company settings.

If access via the menu is not possible, the company settings can alternatively be accessed directly via the following link: https://login.metasoul.com/profile/company

The homepage of the Metasoul platform titled “Privacy Assistant”. In the upper-right corner, the profile menu is open, displaying the options “Account”, “Language”, “Organization”, “Subscription & Payment”, and “Logout”.

Navigate to the “Groups” tab and click the “Add group” button.

On the “Company” page, the “Groups” tab is selected. A table with the columns “Name”, “Members”, and “Role” shows the existing group “Data Protection Officer” with the member “John Doe”. In the upper-right corner, the “Add group” button is highlighted.

In the “Create New Group” form that then opens, in addition to the group name and members, the group’s rights can now also be set via the “Role” field. The following roles are available:

  • Administrator: full administrative rights within the company
  • Data Protection Officer: full administrative rights except for payments and company settings
  • Contributor: read and write rights, cannot perform actions on reviews
  • Read Only: exclusively read access with no editing capability

Pop-up window “Create New Group” with the input fields “Group Name” and “Members” as well as the opened “Role” dropdown. The options “Administrator”, “Data Protection Officer”, “Contributor”, and “Read Only” are available for selection.

After selecting the desired role and clicking “Create,” all members of the group receive the corresponding rights. The role assigned to a group can be adjusted at any time by editing the group.

Note:
Only one role can be selected per group. However, a user can be a member of multiple groups; in this case, the highest permissions from all assigned roles always apply.

How can I integrate Metasoul with my Identity Provider via SSO?

SSO as well as the integration of an identity provider are currently under implementation in Metasoul and will be available shortly. For questions regarding the planned implementation, the support team can be contacted by email at info@metasoul.com.