What is Account Management?
Account Management is the Reelevant platform’s administration center. It provides tools for managing who can access the platform, what they can do, and how resources are organized across teams.Key Concepts
| Concept | Description |
|---|---|
| User | A person with access to the platform. Users have a role and belong to one or more teams. |
| Role | A set of permissions that defines what actions a user can perform (create, read, update, delete) on which resources. |
| Team (Resource Group) | An organizational unit for grouping users and controlling access to workflows, contents, and datasources. Teams can be organized hierarchically. |
| Permission | A rule that grants a specific action on a specific resource type. Permissions are configured in roles and scoped by company and team membership. |
| Invitation | A URL sent to a new user to register and access the platform. |
| Two-Factor Authentication (2FA) | An optional security layer using a time-based one-time password (TOTP) app. |
How It All Fits Together
The permission system works in three layers:- Roles define what actions a user can perform (e.g., create workflows, read statistics).
- Teams define which resources a user can access (e.g., only resources in the “Marketing” team).
- Company isolation ensures users can only access data within their own organization.
Sections
Permissions
Understand how the permission system controls access to platform resources.
Users
Invite, edit, and manage platform users.
Roles
Create and configure roles with granular permissions.
Teams
Organize users into hierarchical teams for access control.