Access user management by navigating to My Account > Users. Only users with the Account Owner role can add, edit, or delete other users.
Adding New Users
User Creation Process
- Click Add User to display the creation form
- Enter required user information:
- Full name
- Email address
- Assigned roles (see roles section below)
- Click Ok to create the user
New users receive a welcome email with a signup link to create their password and complete account setup.
Welcome Email Process
When a new user is created:- Welcome email sent automatically to provided email address
- Signup link included for password creation
- Account activation completed by following email instructions
Editing Existing Users
User Management Table
Existing users are displayed in a table format on the user page, showing their current details and available actions.
Editing User Details
Account Owners can modify:- Name - Update user’s display name
- Email address - Change login email
- Roles - Add or remove role assignments
- Click the Edit button (pen icon) next to the user
- Modify the required fields in the form
- Click Ok to save changes
User Account Management
Password Reset
Account Owners can send password reset emails to users who have forgotten their credentials.
- Click the Send password reset button (lock icon)
- User receives email with reset instructions
- Process equivalent to standard forgotten password flow
User Deletion
To delete a user:- Click the Delete user button (rubbish bin icon)
- Confirm the deletion action
User deletion cannot be undone. If future access is needed, the user must be added to the admin again.
Roles and Permissions
Role-based access control allows you to restrict what users can see and do in the Admin, enabling precise control over team access.Available Roles
Account Owner
Full administrative access:- Complete access to all admin areas
- Create, update, and delete admin users
- Assign roles to team members
- Manage account settings and billing
Admin
Full operational access:- Access to all admin areas
- Cannot create, edit, or delete admin users
- Suitable for senior team members
- Complete feature and configuration access
Observer
View-only access:- View all areas of the admin
- Cannot make changes or modifications
- Ideal for stakeholders and reporting roles
- Audit and monitoring capabilities
If you need additional roles that aren’t currently available, please contact us with your requirements.
Permission Error Handling
Insufficient Permissions
When users attempt actions beyond their role permissions:- Error banner displays insufficient permissions message
- Action blocked to maintain security
- Contact admin guidance provided for access requests
If team members encounter permission errors, review their role assignments and adjust as needed for their responsibilities.
Best Practices
Role Assignment Strategy
- Principle of least privilege - Assign minimum required access
- Regular review - Audit user roles periodically
- Clear responsibilities - Match roles to job functions
- Documentation - Keep records of role assignments
User Management
Security recommendations:- Remove access for departing team members immediately
- Use strong, unique passwords for all accounts
- Regular review of active users and their roles
- Monitor admin activity for unusual behavior