VT Docs users are defined in a VisibleThread 'workspace'. Each VisibleThread installation contains at least one workspace (the 'Default Workspace' is created automatically). Users are added/removed via the User Admin page for a particular workspace.

Creating a Workspace

1. Only a System Admin user can create workspaces. To create a new work space, login as a System Admin user and click the System Admin icon     
2. You'll be brought to the Workspaces tab. In here you can create a workspace by clicking on Create Workspace.
3. Give your Workspace a name and click Create
   
4. You have successfully created a new Workspace. To add users to the Workspace see below.

Adding Users 

There are two ways to access the User Admin page for a particular sandbox:

1. System administrators can log on to the VT Docs application and click 'Add New User' and assign the user to a  particular workspace. See below for further details. 
2. VT Docs users with 'Admin' privileges can sign in to their VisibleThread account and edit the details of users that have access to their workspace. See below for further details.

Accessing the User Admin area

This method is typically used by System Administrators who have overall responsibility for the maintenance of VisibleThread

1. Login into the application as the System Admin user.
2. Go to the System Admin area.
3. Add a user by clicking on the Users tab > Add New User :
   

   

4. Will in the form details for your user and check the box to assign the user System Administrator role if required.
   
5. After creating the user go to the Workspaces tab. Expand the Workspace and click  Add Member to assign the user to the workspace.
6. After assigning a user to a workspace you can edit their privileges. You should notice that you can see the members of a workspace. To make a user an Admin user of a workspace, click the Pencil icon.
7. You will now be prompted with four checkboxes.
   - Is Licensed User       This gives the user the ability to use application. Upload/Analysis documents
       Can Edit Dictionaries   Gives user the ability to edit dictionaries.
       Can Edit Settings     Gives user the ability to edit settings. 
   
   - Can Administer Users     This gives the user the ability to assign the above permissions to users within the workspace. Also give the user the ability to add/remove users from the workspace.

Accessing the User Admin area when logged in to the VT Docs application as a Admin user.

This method is typically used by users who have overall responsibility for the management of licenses for a particular workspace.  These users can be given 'Admin' privileges by the System Administrator (see above) and from that point on can add or remove users to their environment.

1. Sign in to the VisibleThread application.
2. After the dashboard has loaded click on the 'User Admin' button on the sidebar

   

3. This will bring you to the user admin page for your workspace.

Using the user admin page 

To Add a user:

1. Click on the Create user button to the right of the screen.
2. Enter the new username (email address) and other details :
   
3. Click Add User

 To Delete a user:

Note: This will delete the affected user's Folders and Documents!

1. Click Remove member. This removes the user from the workspace.

Updating a user's details:

1. Select the user you wish to update
2. Click on Pencil Icon.
3. This will prompt you with four check boxes:
   - Is Licensed User       This gives the user the ability to use application. Upload/Analysis documents
       Can Edit Dictionaries   Gives user the ability to edit dictionaries.
       Can Edit Settings     Gives user the ability to edit settings. 
   
   - Can Administer Users     This gives the user the ability to assign the above permissions to users within the workspace. Also give the user the ability to add/remove users from the workspace.

 Import Users from CSV

 You can add multiple users by importing a CSV file that contains a list of users:

In the "CSV columns," email is the users email address, which is used as the Username. The true or false values are used to specify what permissions you want each user to have. In the above example, the 4 true or false values to be set are "active, admin, settingsadmin, dictionaryadmin". Setting the active value to true would use up a license and that user could login and use the application.

The example above creates a user 'john.doe@example.com' and setting the user up to be active without admin permission but can change application settings and dictionary settings. To show you what this would look like in a real example, open a blank Excel sheet and enter the information required for each user. Don't forget to save the file as a .CSV. See screenshot below