Managing users effectively is crucial for maintaining a smooth and secure platform. Here’s a quick guide to help you manage the users of your account.
Access the user page
You can access the list of users by navigating to the User page, through the navigation sidebar.
To view or manage a user’s details, simply click on their username in the user list. This action will direct you to their individual user page.
Editing User Information
On the User page, you’ll find the list of your team members, and access to their user profile pages where you can update a user’s information (e.g., name, role, timezone, etc.) on their behalf.
If you need to update a team member's role, you may do so by selecting the Administrator or Collaborator role in the dropdown selection.
After making any edits, be sure to click the Save button to apply the changes.
You’ll receive a confirmation message indicating that the changes were successfully saved.
Changing User Passwords
To change a user’s password, locate the password section on their user page. Enter the new password and confirm it.
Click the Save button to ensure the new password is set.
Deleting a User
If you need to permanently remove a user from the platform, click the Delete button.
Be cautious, as this action cannot be undone.
Archiving a User
To temporarily suspend a user’s access, use the Archive button.
This will hold their account and prevent them from logging in.
If you wish to restore access to an archived user, please contact our Customer Success Representative for assistance.
By following these steps, you can effectively manage your users and ensure a secure and efficient platform experience. If you have any questions or need further assistance, please refer to our help documentation or contact support.
Need Help?
If you have any questions remember that support is just a click away. Use the chat feature to connect with a Customer Success Representative who can provide real-time assistance.