Users

Table of Contents

Creating a new user

  1. Open the Settings tab in the left hand menu
  2. Open the User Management screen
  3. On the Users tab, click the Add user button
  4. Enter a valid email address and click Add

If a login email has not yet been assigned a password, an instructional email will be sent with a guide to creating a password

Managing a user

In the User Management screen, by default, you can choose whether you want the user to be set as an Admin user with all permissions or whether you want the user to remain as a regular user with the permissions you have specified for regular users under the Permissions tab.

The following Group and User-specific permissions are only available for subscription plans Advanced and up. Please see our pricing page for further information.

Manage a user's permissions

  1. Find the user that you want to manage, and click the Edit Permissions button
  2. On the Permission Tree tab use the tree menu on the left hand side to select what permissions should be enabled for that user
  3. Clicking on any permission will display a brief explanation of what enabling that permission will do
  4. Click Save to apply these permissions to a user

Assign a user to a group

  1. Find the user that you want to manage, and click the Edit Permissions button
  2. On the Group membership tab, use the search box at the bottom of the page to search for a group
  3. Click the group to add that user to it
  4. To remove a user from a group, click the Remove button

View user permissions

  1. Find the user that you want to manage, and click the Edit Permissions button
  2. Open the Effective Permissions tab and use the Permission Tree to view all the permissions that are enabled for this user
  3. This screen will show any individual permissions, as well as any permissions that are enabled as a result of being a member of a group