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Create a New User

To invite a new user into your organization:
  1. Open Settings icon Org Settings → Users within the Access Management section.
  2. Click New User in the top right corner.
  3. Enter the user’s information:
    • Email Address
    • First Name
    • Last Name
  4. Click Invite User.
The invite is sent to the user’s email inbox. From there, they must create their account to complete registration.
Your ability to invite users depends on the organization’s User Invite Policy, which controls who can send invitations and which email domains are allowed. See User Invite Policy for details.

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Manage Groups

Groups let you organize users for streamlined permission assignment, communication, and collaboration across your workflows.

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Create a New Group

  1. Open Settings icon Org Settings → Groups within the Access Management section.
  2. Click New Group in the top right corner.
  3. Enter the Group Name.
  4. Select the Group Type.
  5. Select the Group Visibility.
  6. Click Save.
  7. Add users to the group using the search field.
  8. Optionally, add a photo to represent the group.

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Edit or Delete a Group

The Groups page displays basic information about each group.
  • Edit a group — Select a group on the Groups page to update its details or export a list of users in the group.
  • Delete a group — Click the delete icon on the far right side of a group to permanently remove it.
Deleting a group is permanent and cannot be undone. Users in the group will lose any permissions that were assigned through that group.

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View a User’s Groups

To see which groups a user belongs to:
  1. Open Settings icon Org Settings → Users within the Access Management section.
  2. Select the user’s profile.
The user profile displays all groups the user is a member of.

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Edit User Settings

Each user manages the settings for their own profile. Click the Profile icon at the bottom of the left navigation bar to access your settings.

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Profile

Update your personal information and customize your experience.
  • Profile photo — Add or change your avatar.
  • Away status — Set an away status for a specific time period to exclude yourself from automated assignments and send approvals to a delegate.
  • Name and job title — Update your first name, last name, and job title.
  • Phone number — Enter a phone number for call agents that require authentication.
  • Key personalization — Configure your encryption key preferences.
  • Appearance — Choose between light, dark, or system-default theme.

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Background Tasks

Tasks that take longer to process and result in a downloadable file are listed here. Each entry shows the task name, action type, and current status. This is particularly useful for monitoring Bulk Import via CSV progress. If errors persist during an import, download the CSV report to identify what needs to be corrected in your source file.

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Notifications

Use the toggles to control which notifications you receive via email. Notification delivery is also governed by organization-level settings (which can enable or disable all notifications globally), and certain notifications cannot be turned off—such as emails sent through a workflow automation or triggered manually.
For more on how notification settings are resolved across organization, app, and user levels, see Notifications.

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Regional Settings

Set your preferred language and time zone.
  1. Click your Profile icon at the bottom of the left navigation menu.
  2. Click Regional Settings.
  3. Select your language from the Locale dropdown.
  4. Set your time zone using the Time Zone dropdown.
Elementum also supports multi-language app content through AI-powered translations. See Language Settings for details on localizing your apps.

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Security

Manage your account credentials and authentication methods.
  • Change your password — Update your account password.
  • Set up MFA — Enable multi-factor authentication for an additional layer of login security.
  • Set a PIN — Configure a PIN for phone authentication if a call agent requires one for access.

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Approvals

Configure delegation for your approval processes.
  • Set a delegate — Assign a delegate to handle your assigned approvals when your status is set to away.

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OAuth

Manage API access tokens for your account.

Roles & Permissions

Assign permissions to users and groups through managed or custom roles

Data Access

Control which records users and groups can access with data access policies

Notifications

Configure organization, app, and user-level notification preferences

Multi-Factor Authentication

Add an extra layer of security with time-based one-time passwords