Users

Users are associated with one or more accounts and assigned roles. They can log in, access APIs, and perform actions based on permissions.

Manage Users

Navigate to Account Settings → Users and Accounts:

• View users by account

• Edit roles, suspend users

Create Users

To invite new users:

1. Go to User → Create Users

2. Fill in:

   • Email

3. Optionally upload a CSV to invite multiple users

4. Select the Accounts where users would be added to

5. Define the Permissions for the users.

6. Click Send Invitation

Deactivate Users

To revoke access:

• Navigate to User and Accounts

Select a user and click Delete. You can bulk delete users by selecting more than one.

Personal Settings

Each user can manage their own personal profile and account preferences from the Personal Settings section.

Profile Details

• Name and Mobile: Users can update their first name, last name, and mobile number.

• Email: The email is view-only and tied to the user’s login credentials.

• Mobile Number: Used exclusively for two-factor authentication (2FA). A security code will be sent to this number when logging in.

• User Role: Displays the current role assigned to the user (e.g., Marketing manager). Role changes must be made by an admin.

Change Password

Users can update their password by entering:

• Current password

• New password (must meet the following criteria):

  • At least 1 lowercase letter

  • At least 1 uppercase letter

  • At least 1 number

  • At least 1 special character

  • Minimum of 10 characters

Password changes require confirmation in the Confirm new password field. Once all criteria are met, click Save.

Time Zone

Users can set their local Time zone, which affects how dates and times are displayed in reports and messages across the portal.

Make sure to Save any changes made in this section to ensure your settings are updated.