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Users Manager Overview

Add, Remove, and Manage your dashboard users #


From the Users Manager, admins can add, remove, activate, and deactivate users on your dashboard. You can also view all users, and update permissions on user groups.

Users Manager #

Users listing #

Click the Users Listing under Users Manager to view all the user accounts associated with your company. On this page you can activate/deactivate accounts, edit or delete the user. 

  1. Add User: Use the button to add a new user to your dashboard
  2. User Listing: View current users, sortable by name, email, and group
  3. Groups: The set permissions group of each user
  4. Status: Shows or based on if users have activated their account yet, or if you have manually activated or deactivated them
  5. Reset Login Attempts: Click if the user has too many failed login attempts
  6. Search: Find users by name or email using the search bar
  7. Edit: Change details of an individual user such as email or phone number
  8. Delete: Permanently removed the selected user

Dashboard Admin Users #

Need to add, remove, or make changes to a Dashboard Admin? These accounts have full dashboard access and are locked down for security reasons. To make changes to these accounts, please reach out to with whatever changes you need.

Add User #

  1. Using the left menu, expand the menu
  2. Click on the menu button
  3. Click on the button to add a new user
  4. Enter required details for user (First Name, Last Name, Email, Password, Confirm Password, Select Group)
  5. Click on to add the user and send them an activation email
  6. Before the user can log in, either they will need to use the activation email, or you will need to activate them from the Users Listing page
  7. To avoid sharing passwords, new users can reset their password once they activate their account:

Edit User #

Click the pencil icon in the user listing to update information or group.

Groups/Permissions #

The default groups and permissions are: 

Dashboard AdminRead/Write all
Customer ServiceDashboard

Edit Groups Permissions #

Click the Edit button to change the name or permissions for a group. Select the permissions and click the save group button.

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