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User Management

01

Learn how to add users one at a time or import a full user list in bulk. Manage existing users, update details, deactivate or delete users.

02

Discover how to create and manage usergroups and departments to keep your platform structured. Assign tags, connect sources, and segment employees for relevant content distribution.

03

See how to add new admins to your platform, send or re-send their activation email, and securely reset admin passwords when needed.

04

Control who can access what by assigning roles and setting permissions. Limit or expand admin rights to specific features, usergroups, sources, or tags to ensure security and compliance.

1. Add New User, Import User List & Delete User

You can add users one at a time or upload a full list through bulk import. Single-user creation is best for quick updates, while imports are ideal for onboarding larger teams. Users can be updated, deactivated, or permanently deleted depending on your needs.

2. Usergroups & Departments

Usergroups and departments help organize employees and ensure they receive relevant content. Groups are mainly for targeting and content distribution, while departments provide structure for reporting and analytics. Employees can belong to multiple groups or departments.

3. Add New Admin & Reset Admin Password

Admins can be added by assigning the correct role and sending them an activation email. If needed, you can re-send the activation or reset their password so they can securely regain access to the platform.

4. Roles & Permissions

Roles and permissions define what admins can see and do. Super Admins have full access, while Admins and User Managers can be restricted to certain features, groups, or sources. This ensures compliance and keeps the platform secure.

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