User management

Managing users in your account helps you stay organised and in control. Whether you’re adding new team members, updating access levels, or removing inactive users, the User management section makes it easy to keep your account secure and up to date. This article walks you through how to add, edit, and manage users so everyone has the right permissions to do their job.

Creating users

1. Navigate to Settings > Users > New User

   

2. You will then be presented with a form:

   

a) Enter the email addresses of the users you want to invite. You can invite multiple users by separating them with a comma, space or press return.

b) Select the access level you would like the users to have.

3. To complete the process, click the Send Invitation button in the bottom right corner.
4. An email invitation is sent to each recipient, detailing the accounts they are being granted access to, along with the URL and email address to use for logging in. The user must click the Accept Invitation Now link in the email within 14 days to complete their registration. Until they accept the invitation, create their profile, and log in for the first time, the user will be marked as Pending in the Users list. If the user does not accept the invitation within 14 days they will be marked as expired and need to be re-invited to the account.

User access configuration

Edit an existing user's role

It's possible to change a User's role after they've joined an account. Roles can be increased or decreased depending on requirements.

1. Navigate to Settings > Users.

2. Locate the user you want to update and click on the more options icon (⋮), then select Edit profile:

   

3. In the Profile Details screen under the Home tab, locate the heading Account and sub account access - this is where you'll see the accounts and sub-accounts the user has access to:

   

4. Click the down arrow next to the current access level of the account(s) where you want to change the user's role, then select the required role from the drop-down menu:

   

5. Confirm the changes by clicking the Save button in the bottom right corner.

Add an existing user to additional accounts

1. Navigate to Settings > Users.

2. Locate the user you want to update and click on the more options icon (⋮), then select Edit profile:

   

3. In the Profile Details screen under the Home tab, locate the heading Account and sub account access and click on Assign with another role to more accounts:

   

4. Assign the desired user role from the drop-down menu, and select the accounts/sub-accounts you want to allow access to under that permission level:

   

5. You can also remove a user's access to specific accounts or sub-accounts by clicking on the trashcan icon to the right hand side of the relevant account item:

   

6. Confirm the changes by clicking the Save button in the bottom right corner.

Updating user profile details

You can update your phone number, name, email address and default sending country by accessing the Profile Details section in the profile settings.

1. Navigate to Settings > Users.

2. Find your name from the list and click on the more options icon (⋮), then select Edit profile:

   

3. In the Profile Details screen under the Home tab, locate the heading User Details -  from here you can update the your name, email address, mobile number, default sending country:
   

4. You can also navigate to the Notification preferences tab where you can manage whether or not to have desktop notifications, browser badges and sounds to let you know you have new inbound messages. 

   

5. Finally, if you navigate to the Connected devices tab you can review and devices you are logged in from and you can choose to sign out from these.
   
6. Once you've made the updates required make sure to click Save in the bottom right corner.