User management

Accounts 

Access the complete list of your admin Users. Here you can create new Users, edit and preview existing Users and their statuses.

On edit, you can change details about your users, change their password or disable them.

Enter the name of the user (e.g. Peter Peterson), email that user is using to log in, phone number (optional) and select one of the existing roles that will be applied to that user.

Once created, User will receive email (to the email provided above) with the link to setup password. Once a password has been entered, User can log in to the system and manage parts that are available for the role that User has.

Role management

Here you can create roles that will be used by your admin users.

By default, only one role is available – Account owner. Account owner role is assigned to the owner of your account (the email you have requested a partnership with). Only one user can have Account owner role.

Use Account owner role to give access to your account to other users. Click on Create a new role to create your custom role.

Here you can name your role and select what parts of the admin interface your Users can access to.

Based on the features available in your package this section can vary (features not available inside your purchased package will not be visible in this section).

Every feature provides three options:

  • View only
  • View and Update
  • Create, Update and Delete