User Management

User management allows administrators to control who has access to the platform and what they can do. This guide covers viewing users, managing roles, and handling user accounts.

note

User management features are only available to Super Admins and Organization Administrators.

Accessing User Management

1. Navigate to Settings in the main menu
2. Click Users in the Administration section
3. View the users list

Users List

The users list displays all users in your organization:

Column	Description
Name	User's full name
Email	User's email address
Role	Current role assignment
Status	Active, Suspended, or Pending
Workspaces	Number of workspaces assigned
Last Active	Most recent login

Filtering Users

Filter the list to find specific users:

• Search - Find by name or email
• Role Filter - Show only specific roles
• Status Filter - Active, Suspended, or All
• Workspace Filter - Users in specific workspace

Sorting

Click column headers to sort:

• Name (A-Z, Z-A)
• Email (A-Z, Z-A)
• Role
• Last Active (newest, oldest)

User Roles

Available Roles

Role	Access Level	Description
Super Admin	Full	Complete platform access, all workspaces
Workspace Admin	Workspace	Full access within assigned workspaces
Member	Standard	Create and manage campaigns
Viewer	Read-only	View campaigns and reports only

Role Capabilities

Super Admin

• Manage all users and workspaces
• Access organization settings
• View all campaigns across workspaces
• Manage billing and subscriptions
• Configure platform settings

Workspace Admin

• Manage users within their workspaces
• Full campaign management
• Connect and manage platforms
• Set workspace-level settings

Member

• Create and edit campaigns
• Publish content
• View workspace data
• Manage assigned tasks

Viewer

• View campaigns and content
• Access reports and analytics
• Cannot create or edit

Viewing User Details

Click on any user to view their profile:

User Profile

Field	Description
Full Name	First and last name
Email	Contact email
Username	Unique identifier
Role	Current role
Status	Account status
Created	Account creation date
Last Login	Most recent activity

Workspace Assignments

View which workspaces the user can access:

• Workspace name
• Role within that workspace
• Assignment date

Activity Log

See recent user activity:

• Login events
• Campaign actions
• Content changes
• Settings modifications

Managing Users

Changing User Role

1. Click on the user
2. Find the Role section
3. Select new role from dropdown
4. Click Save Changes
5. User receives notification of role change

warning

Changing a user's role takes effect immediately. Ensure you understand the permission changes before proceeding.

Assigning to Workspaces

1. Open user details
2. Click Manage Workspaces
3. Check workspaces to assign
4. Set role for each workspace
5. Click Save

Removing from Workspaces

1. Open user details
2. Find the workspace assignment
3. Click Remove next to the workspace
4. Confirm the action

Suspending a User

Temporarily disable a user's access:

1. Open user details
2. Click Suspend User
3. Enter suspension reason (optional)
4. Click Confirm

Suspended users:

• Cannot log in
• Retain their data
• Can be reactivated later

Reactivating a User

1. Find the suspended user
2. Click Reactivate
3. Confirm the action
4. User can now log in

Deleting a User

Permanently remove a user:

1. Open user details
2. Scroll to Danger Zone
3. Click Delete User
4. Type confirmation text
5. Click Delete Permanently

danger

User deletion is permanent and cannot be undone. Consider suspending instead if you may need to restore access later.

Inviting New Users

Sending Invitations

1. Click Invite User button
2. Enter user's email address
3. Select initial role
4. Choose workspace assignments
5. Click Send Invitation

Invitation Status

Track pending invitations:

Status	Meaning
Pending	Invitation sent, not yet accepted
Accepted	User created account
Expired	Invitation timed out (resend available)

Resending Invitations

1. Find the pending invitation
2. Click Resend
3. New email is sent
4. Previous link is invalidated

Bulk Operations

Selecting Multiple Users

1. Use checkboxes to select users
2. Selection count appears in toolbar
3. Apply bulk action

Available Bulk Actions

Action	Description
Change Role	Update role for all selected
Add to Workspace	Assign to a workspace
Suspend	Suspend all selected users
Export	Download user list

Security Best Practices

Access Control

1. Principle of least privilege - Give minimum necessary access
2. Regular audits - Review user access quarterly
3. Prompt offboarding - Remove access when users leave
4. Role separation - Don't give everyone admin access

Monitoring

1. Review login activity regularly
2. Watch for unusual patterns
3. Investigate failed login attempts
4. Monitor permission changes

Troubleshooting

User Can't Log In

1. Check if account is suspended
2. Verify email address is correct
3. Reset password if needed
4. Check workspace assignments

User Missing Permissions

1. Verify user's role
2. Check workspace-specific role
3. Ensure workspace is active
4. Review recent permission changes

Invitation Not Received

1. Check spam/junk folder
2. Verify email address
3. Resend invitation
4. Try alternate email

Related Topics

• Organization Management - Organization settings
• Workspaces - Workspace configuration
• Profile Settings - User self-service settings