Managing User accounts and access

Overview

The “Users” tab is used to manage the logins and access for all agency staff and production staff who should have access to the system.

Be careful when deleting users! Make sure you don’t lock yourself out


Walkthrough: Adding a new user

Just click the green plus button to add a new user. You will need to complete their name and email address and select whether they are an agency staff member or a member of a production team.


Walkthrough: Editing an existing user

Click the yellow edit button to make changes to a user. You can update their name, email address or role. You can also add notes to the account to help keep track of who’s who


Walkthrough: Remove a user

Use the red delete button to remove a user from your agency. Note that this will not stop production staff from connecting with other agencies in the system. Also be very careful not to lock yourself out of your agency


Walkthrough: Update a user password

If you edit your own user record then you have the option of updating your login password. This option is only available for your own account and you cannot update or reset other user’s passwords (this function is reserved for Quick Chits admin)