User Management
How to manage and invite users to the platform?
1. Access Account Management
Go to "Settings" and open the "User Management" tab under the "Organization" category.
2. Manage Users
2.1. View Users List
On the account manager page, you can see the list of users that exist in the platform. Additionally, you can see their user roles, the associated sites, if they are online, when they last were online, and if the account is deactivated.
2.2. View and Edit Profiles
To edit a profile, hover your mouse over a user. A three-dot icon will appear.
The user's profile will appear as well as all the information associated with it.
Here you can edit users information such as name, email address, user role, sites the users are associated with and labels assigned to them.
2.3. Deactivate and Delete Profiles
Hover your mouse over a user and click on the three-dot icon.
In addition to the profile view option, two other options will appear: Deactivate and Delete.
3. Invite New Users
3.1. Add Users
To add new users to the platform, just click on the upper right "Add user" button.
A new page will open where you can insert the email of the user, the role you want the user to have, and the sites he will be associated with.
Note: You can add more than one user selecting the "add user" option.
3.2. Pending Invitations
In the upper right corner, an hourglass icon gives you information about how many pending invites there are. Click on it to access the pending invites list.
Selecting the three-dot icon in an invited user, you can delete the invite or resend it.
Note: After I resend an invite, I can only resend it after 5 minutes. The invite is considered expired after 7 days.
If you have any questions please submit a ticket to request technical support.