Within the Profile & Team section, tools and information relating to users and teams are presented based on the assigned role of the logged-in user. Previously, this functionality was consolidated under My Team or My Team – Admin. It has now been split into two distinct pages: Data License Admins and Team Management.

The page displayed depends on the role assigned to the logged-in user:

• Registered Users see the Data License Admins page.
• Data License Administrators (DLAs) see the Team Management page.

This role-based design ensures that each user role accesses only the information and functionality relevant to their permissions.

Role-Based User Access

The interface and available options vary based on the assigned role:

• ePubs Supplier Administrator: View all users provisioned within the platform.
• Data License Administrators (DLAs): View all users provisioned under the customers assigned to them.
• Registered Users: View the Data License Administrators associated with the active customer organization.

Registered Users belonging to multiple customer organizations can select an organization from the autocomplete dropdown list labelled Company List to view the Data License Administrators associated with the selected organization.

For Data License Administrators (DLAs) assigned to multiple customer organizations, the active company can be switched using the Switch Company option.

How to Access

1. Click the  Profile & Team icon on the Main Toolbar.
2. Select either Data License Admins or Team Management from the Collapsible Left Menu. The displayed option depends on the role assigned to the logged-in user in the system.

For Registered Users

When logged in as a Registered User:

• The menu option in the  Profile & Team section is displayed as Data License Admins.
• Registered Users can only view the list of Data License Administrators (DLAs) associated with their active company.
• Registered Users cannot see the identity information of other Registered Users within the company.

Quick Action Controls

• RESET Button: Click to Refresh the user list and clear the applied Filter.
• Filter: Enter a string to filter the user table.
• Company List: An autocomplete dropdown displaying all organizations associated with the user. Selecting an organization displays the list of Data License Administrators for that organization.

Data License Administrator Table Data Columns

• Name: User’s first and last name based on the invitation.
• Email: The user’s email address used for the invitation.
• Phone: The telephone number.
• Company Name: The name of the organization that sent the invitation.

For Data License Administrators and ePubs Supplier Administrator

When logged in as a DLAs or ePubs Supplier Administrators:

• The menu option in the Profile & Team section is displayed as Team Management.
• DLAs or ePubs Supplier Administrators can:
  • Invite new users (Registered Users or additional DLAs).
  • Monitor the status of invitations (e.g., pending, accepted, or expired).
  • Revoke invitations when necessary.
  • View and manage the entire user pool for their company.

Quick Action Controls

• INVITE USER Button: Launch the Invite User(s) form to invite one or many Registered Users.
• Reset Button: Click to Refresh the user list and clear the applied Filter.
• User Filter: Enter a string to filter the user table.

User Table Data Columns