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Documentation Index

Fetch the complete documentation index at: https://docs.chamelio.ai/llms.txt

Use this file to discover all available pages before exploring further.

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User Management

Manage your team’s access to Chamelio through the Settings page. Administrators can add, edit, and remove users while controlling their access levels.

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Accessing User Management

User management features are available at Settings > Users and require administrator privileges.

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Managing Existing Users

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Editing Users

1

Locate the User

Find the user in the user list on the Settings page
2

Click Edit

Click the pencil icon next to their name
3

Update Information

Modify their role, permissions, or other details as needed

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Deleting Users

Deleting a user will permanently remove their access to Chamelio. This action cannot be undone.
1

Locate the User

Find the user in the user list
2

Click Delete

Click the trash icon next to their name
3

Confirm Deletion

Confirm you want to permanently remove this user’s access

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Adding New Users

1

Find Email Input Field

Locate the email input field below the existing user list
2

Enter Email Addresses

Type email addresses, pressing “Enter” after each one
3

Add Multiple Users

Continue adding email addresses as needed
4

Complete Addition

Click the “Add Users” button to send invitations

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User Invitation Process

When you add new users, they automatically receive a system invitation email with instructions to:
  • Sign in using SSO: Google or Microsoft Single Sign-On
  • Create their own password: Set up secure account access
  • Complete account setup: Fill in any required profile information

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User Roles and Permissions

Chamelio supports four different user roles with varying levels of access:

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Admin

Full System Access

  • Unrestricted access to all features
  • Full system control and configuration
  • Can manage settings and user accounts
  • Access to all documents and workflows

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Editor

Content Management

  • All admin rights for content and documents
  • Cannot change system settings
  • Cannot manage user accounts or permissions
  • Full access to legal workflows and documents

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Member

Standard User Access

  • Can work with existing documents and workflows
  • Cannot initiate new workflows
  • Cannot generate new playbooks
  • Limited administrative capabilities

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Viewer

Read-Only Access

  • Limited access to shared content only
  • Can only see collections and documents shared with them
  • Cannot edit or create new content
  • No administrative capabilities

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Best Practices

Role Assignment Guidelines:
  • Start new users with Member or Viewer access
  • Only assign Admin roles to trusted team leaders
  • Use Editor roles for content managers who don’t need user management access
  • Regularly review user roles and permissions

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Security Considerations

  • Conduct regular audits of user access
  • Remove users who no longer need access
  • Update roles when team members change positions
  • Monitor user activity for security purposes
  • Send clear instructions about Chamelio usage
  • Provide training on relevant features for their role
  • Set expectations for security and data handling
  • Follow up to ensure successful account activation

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Troubleshooting User Issues

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Users Not Receiving Invitations

If new users don’t receive invitation emails:
  • Check their spam/junk folders
  • Verify the email address was entered correctly
  • Resend the invitation through the user management interface
  • Contact support if issues persist

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Access Problems

If users have trouble accessing features:
  • Verify their role has the necessary permissions
  • Check if they’ve completed account activation
  • Ensure they’re logging in with the correct email address

Account Activation

Help users activate their accounts

Slack Integration

Connect Chamelio with your team’s Slack workspace

Help & Troubleshooting

Solutions for common user issues