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Manage User Accounts

Create and manage account permissions.

Megan Briggs avatar
Written by Megan Briggs
Updated today

In My Profile, navigate to the Users tab. The Users tab allows you to create and manage your account users in one place.

Create New Users

You are able to add colleagues and teammates by following the below:

  1. Click Create New User+.
    This will generate the 'Create New User' pop-up.

  2. Fill out the user's information.

  3. Select Create New User.

Manage Account Information

Edit user information

Click on a User to view and/or edit your users' information and set roles.

Defining user roles

You may update users to have different user roles. Each role will have different permissions within the platform. You must first create the user in order to update their role.

To edit user roles:

  1. Click Roles.
    This will prompt a dropdown within the User's window.


    πŸ“ Note: The default Organization Admin is the user who first created the account. All Users who are added by the Organization Admin are added as a Member by default.


Add & remove a user to a brand

  1. Click Users.
    Select the account you'd like to open up.

  2. Check the box next to the team you'd like them to access.
    You can also uncheck the box to remove permission to a specific team.

Remove platform permissions

  1. Click Users.

  2. Click the toggle button on the right side of the user.
    ​


    πŸ“ Note: You cannot delete a user, but you can remove their permissions as demonstrated above.


Quick Answers

What is an Organization Admin?

An Organization Admin has more capabilities than a Member. An Organization Admin admin can:

  • Create other organization admins

  • Create brands for their organizations

  • See brands in their assigned organizations

  • Invite users and assign to their brands

  • Update each account's billing information

What is a Member?

A Member has fewer capabilities than the Organization Admin. Members can:

  • Access the brand they are assigned to

  • Will not have visibility into the brands they are not assigned to within an Organization

  • Cannot update the billing information on the brand

  • Access to all other features within their assigned brand account outside of billing and Organization management.

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