How do I edit an existing user?
You can update a user's information and permissions at any time.
Edit an existing user:
- Select the Users tab
- Select the pencil icon next to the user
- Update the user's personal information and permissions
To add or manage your users, select the Users tab.
You can search for an existing user using the name, email, or phone number.
Select “Add User” to add a new user.
Enter the user’s name, email, and phone number. In the User Permissions section, select the checkboxes to customize the user’s access. Select “Save”.
Global View: Can view accounts and dashboards created by the admin and other users.
Accounts: Can create, edit, and delete accounts.
Users: Can add, edit, or delete users.
Payment Info: Can access payment information and invoices.
Integrations: Can manage platform integrations.
Business Settings: Can access and manage all settings.
The user will receive an email to “Join Your Team.”
Click the Join Your Team button within the email, you will be redirected to a Create Your Account page.
Enter a password for your account. Click Create Account.
The user can now view their selected permissions.
The reseller admin can now filter accounts by each user.
How do I set a user's permissions?
You can set a user's permissions while setting up their account, or you can edit their permissions at any time by selecting the pencil icon next to the user. To set a user's permissions: Select the User tab Select the pencil icon for the specific ...
How do I edit an existing account?
You can edit an existing account and add additional products to a user's subscription. To edit an existing account: Select the pencil icon You can update the user's First and Last Name, Business Name, and add upgrades You can also cancel the ...
How do I add a user?
Users have access to your reseller dashboard. You can set the user's permissions. Add a user: Select the User tab Select Add User Enter the user's information and select permissions To add or manage your users, select the Users tab. You can search ...
How do I edit a reseller's account?
After the initial setup of the reseller's account, you will be able to update their account details and pricing. Select the pencil icon next to the account you want to update. In the Account Details section, you can edit their name and business ...
How do I customize a user's plan?
You can customize a user's subscription by adding products and making certain products upgrades. This option is available when creating a new account or editing an existing account. For this example, we will edit an existing account. To edit an ...