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:
Go to Configuration → Users and Accounts
Click Add user
Enter one or more email addresses
Select the accounts the user should access
Assign a role (Admin or Viewer)
Send the invitation
New users will receive an invitation email and must accept it before accessing the portal.
Important:
Users can only add users to accounts where they are Admin
By default, new users are assigned the Admin role
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.