Users
Under the User Settings section, you can manage the Users that have access to your Workspace.
This setting is accessible by Owners and Managers only!
This setting can be accessed from the Settings navigation menu under the Workspace Settings sub-menu item, Users.
In this settings, you can:
Here, you will be able to see the list of existing Users that have been invited to help you manage your Workspace. If they have not accepted your invitation, their email address will be marked as pending.
The user profile consists of the User's profile avatar, display name, user access level and email address.
There is a status indicator at the bottom right of the User's profile avatar. If the green indicator is present, then it means the user is online. This status reflects their presence in real-time.
The time beside the Action buttons shows the User's last seen status or last activity on the platform. This is useful for monitoring purposes.
There are two possible actions to take here:
Tips: Use the at the top to quickly find the User that you are looking for.
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Step 1: Navigate to Users Settings
From the Settings navigation menu, select Users from the menu
Step 2: Press ADD USER
At the top bar, press the blue ADD USER button and the Add User dialog should open up.
Step 3: Fill in the email address
Enter the email address of the User whom you wish to invite into the email address field.
Step 4: Select Access Level
Select an appropriate Access Level for this new User.
Step 5: Check any restrictions that apply
For Managers and Agents, advanced restrictions may be applied if necessary depending on your Organization's needs.
Step 6: Submit the details
Once you have filled out the fields, press on the blue ADD button on the bottom right.
An invitational email will be sent to the User's email address that you entered. The new User will have to click on a link embedded in the invitation email to gain access to the Workspace.
IMPORTANT: When you add a User to the Workspace, the User will be added to the Organization if they have not already been added.
If you wish to export the Users of your Workspace, click on the Export button. You can export your Users in a CSV file.
A User cannot revoke or edit their own access. This requires another User with the privilege to do so.
To revoke a User's access to your Workspace, press their respective Revoke Access button. This will open up the Revoke Access menu.
Revoking a User's access will remove them from your Workspace. By default, any Contacts that were previously assigned to this User will be marked as unassigned. If you want these Contacts to be assigned to another User, enable the checkbox option and select a User to assign Contacts to from a dropdown menu.
When revoking a User's access, their access to the Organization will remain. If you need to remove them from the Organization, please refer to this guide.
Be careful when you revoke a User's access. This action cannot be undone.
Press the blue EDIT button to make changes to any of your existing Users on your Workspace. This will open up the Edit User menu.
You can only make changes to a User's access level. Once you are done, press the blue UPDATE button to save any changes that you made.
Last modified 5mo ago