Users & Permissions

Reference for Users & Permissions in Wholechain Settings.

At a glance

Item	Detail
Who can use it	All users can view. Admins invite, edit, and remove members. Employees cannot invite users.
Applies to	The whole account.
Where to find it	Organization Settings > Users & Permissions. Open Settings with the gear icon at the bottom of the left-hand navigation bar or the Settings button on the Dashboard.
Related	A different login email is added by an Admin invitation; see Personal Settings.

Users table

The heading shows the user count in parentheses.

Column	Search or filter
Name	Search
Email	Search
Role	Filter: Employee, Admin
Invitation	Filter: Pending, Accepted

A pager shows the user range, page number, and page size.

Invite Member

Opened with Invite.

Field	Req.	Values
Email addresses	Yes	One or more emails; type each and press Enter (or separate with a comma or space).
Role	Yes	Employee (default) or Admin.
Message	No	Optional message for the invite email.

Send Invite is available when required fields are complete. The new row shows Pending. After the recipient completes login setup with email and password, verifies their email, and accepts terms as required, the status becomes Accepted and the user has account access.

This is separate from inviting a Trade Partner to connect; see Trade Partners and Master data settings.

Row actions (Admins)

Action	Behavior
Edit member	Opens Edit Member, showing Name and Email, with an editable Role and Save.
Remove member	Opens a confirmation dialog before access is removed.

Rules

Rule	Behavior
Employee limits	Employees have restricted access, including inviting users and enabling third-party integrations.
Admin access	Admins have full account access.

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