How do the users, teams and roles sections work?

In Pirani, you can create roles according to your needs, invite users so they can visualize and contribute to your organization, and create responsible teams that can create and follow up your process.

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How do we create roles in the organization?

To create roles, click on the four dots at the top and enter "Manage your organization," then click on the "Roles" option. Here, you can create different roles according to your organization's needs. 

Now click on "Create" and then type the name that allows you to build the role you will create, then choose the management systems to which you will give access to this specific role.   

Then select the cross sections to which you want to give access to this role; within these sections, you can also indicate the specific permissions you will give to the people in this role. 

You will also be able to choose the sections to which they will have access in each management system. For example, you could give him access to the risk section but only access to create and edit and not to the other options, such as delete and export, so that you can control the actions within the organization.

How do I edit role permissions?

Within the same roles section, you can choose the role of interest, then click on the "pencil" icon; here, you can add and delete the necessary permissions. 

How do we invite users to the organization?

To invite users, click on the four dots at the top and go to "Manage your organization," then click on the option "Organization users." Here, you can invite primary users and reporters:

Primary users: Here, you can invite people and assign the roles created or the default ones in the tool. To do this, enter the user's email you want to invite, click on the down arrow next to the email, and choose the role you want to give to the new user.

Reporting users: Go to "Organization users" and choose "Reporters." Here, you will be able to invite users to report events only. To do so, enter the user's email address and click on the "Send invitation" button and you are done.

You can also upload a list of users to invite them to report in bulk. 

How do we create responsible teams?

To create responsible teams, click on the four dots at the top and go to "Manage your organization," then click the "Responsible teams" option. You can create teams to monitor, create, and track organizational activities here. 

To do this, click on the "Create group" button and then choose a name, complete the information with a description of the team's mission, and then select all the users who will be part of the group. It is essential that before creating the group, you create the roles and invite the users who will be part of the group. 

How do you edit the responsible teams? 

Select the team of interest and click the "pencil" icon; here, you can delete and add the necessary users.