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Managing Users and User Roles
Managing Users and User Roles
Zach N. avatar
Written by Zach N.
Updated over a week ago

Step-By-Step Guide to Accessing Your User Settings

1. Access Dashboard Settings:

Hover over the navigation bar on the left side of the dashboard. At the very bottom, you'll find a section displaying your name, email, and photo. Click on this section. A menu will pop up; select 'Settings'.

2. Navigate to User Settings:

From the column on the left, select 'Users' under 'Business Settings'.

Managing Users and User Roles

The User section provides an overview of all users associated with your account and their roles.

1. Understanding the Users Table:

The Users table displays crucial information about each user. The 'Name' column contains the user's actual name and login email, while 'Role' indicates their user status - Owner, Admin, or User. 'Last Active' shows the last time the user logged in.

There are three tabs at the top of the table - 'Active', 'Pending', and 'Archived'. The 'Active' tab, which is the default view, lists all active users. 'Pending' shows users with outstanding invitations to join your account. 'Archived' displays former users who no longer have access to the account.

Note: To locate a specific user, use the search bar in the top-right corner and enter either the actual name or the email.

2. Inviting a New User:

To invite a new user to your account, click on '+ Invite User' in the top right corner. A menu will slide in from the right with fields for the user's first name, last name, email address (which will serve as their login address), and role. Admins have permissions granted to them by the Owner (or the Admin that invited them). They also have ability to invite new Admins and Users and customize permissions for other Admins and Users. Users have access only to the parts of the account that the Admin or Owner permits.

Note: By default, users are granted full permission for all platform features. To customize permissions, switch the 'All/Custom' toggle to 'Custom' and adjust user permissions for each application.

3. Editing or Archiving a User:

To modify an existing user's profile, hover over the user in the table and click on the gear icon that appears. Press on 'Archive User' to remove the user or 'Edit User' to make changes to the existing user. Selecting 'Edit User' will open the same menu used to invite a new user. You can edit any user information, change the role, and customize application permissions. To save changes, click 'Save' at the bottom.

4. User Scopes and Permissions

  • Owner - The account creator. Cannot transfer ownership. Has the ability to create Admins and Users and customize permissions as they see fit.

  • Admin - Has the ability to create other Admins and Users and customize permissions as they see fit, however, they cannot provide access or set permissions to portions of the dashboard that they don't have access to themselves. Owners can increase Admin permissions as needed. Admins can't access Sub-Accounts, Subscriptions, and other sections of the dashboard.

  • User - The most common role. Users only have the permissions given to them by the Owner or Admins and can't access Sub-Accounts, Subscriptions, and other sections of the dashboard.

Note: For information on what each permission allows in different apps, when editing or inviting a user, scroll down to the 'Customize Permissions' section, expand the sections for the different apps, and hover over the permissions. You'll see a tooltip with useful information as to what each item means.

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