User Management

User Management page is the hub for efficiently managing user access and roles within your account. Here's a breakdown of what you can expect.

Main Table Overview

At the heart of this page lies a comprehensive table featuring columns for Name, Email, and Role. Use the search feature to quickly locate existing users, streamlining your management process.

Creating New Users

To add a new user, follow these steps:

1. Click on the green "Create User" button located at the top right corner. 
2. Enter a user's Name. 
3. Enter a user's Email.
4. Select the user's Role from the available options:
• Admin: This role grants access to all settings and pages across the platform, empowering users to manage the system comprehensively. Admins have the authority to create and edit (Name and Role only) of existing users. Additionally, they can delete any user (except themselves).
• Billing Manager: Users assigned this role have access restricted solely to the Report page, ensuring focused access tailored to billing and financial insights.
5. Select the user's Position (available for Admin role only). Options include: 
• Account Manager.
• BizDev Manager.