Manage Users

THE MANAGE USERS PAGE 

This section pertains to managing the users that you allow to login to your organization’s account. In other words, you can choose who has access to which parts of the dashboard. 

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WHAT YOU CAN SEE ON THIS PAGE 

The Manage Users page has 2 sections (as shown in Figure 1): 

1. Add User Button 
2. The Users Grid Section 1: 

Add User Button This is where you can manually add another platform user to give them access to your account. 

Section 2: The Users Grid Within this Users grid, you see all the users who have access to your platform. You can see the following fields of the grid: 

• The user’s name 
• The user’s email address 
• The user’s alternative email address 
• The user’s phone number 
• The user’s role (Analyst or Admin) 
• The user’s status 
• Actions that can be performed for this user account

There are Two Types of Users on our system (this is indicated by the role assigned to the user): 

• Admin – An admin user has access to everything 
• Analyst – An analyst user has access to everything but cannot edit the organization profile, add new users, change billing and subscription plans 

* Please note that all users start off as an analyst; then the user can be upgraded to admin through the actions buttons. 

* Please also note that if you have an Analyst user role, then you will not be able to see the settings tab.

ACCESSING THE MANAGE USERS PAGE 

Steps to accessing the Manage Users page: 

1. Click on the Settings tab. 
2. Select the Manage Users option from the list as shown in Figure 2. 

Please note that if you have an Analyst user role, then you will not be able to see the settings tab.

ADDING NEW USERS 

Steps to adding users to your system: 

1. Click on the Settings tab and select the Manage Users option from the list. 
2. Click on Add User button as shown in Figure 1. 
3. Enter the user’s details in the form shown in Figure 3 > Click Add. 

*Please note that all the fields are required in order for you to successfully add a user. 

Please note that only Admin Users can create additional users. Also note that all new users start off as Analyst users.

Once a user has been added the users grid will update and you will see a green banner on top of the grid confirming this action

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UPGRADING FROM ANALYST USER TO ADMIN USER 

Steps to upgrading from Analyst User to Admin User: 

1. Click on the Settings tab and select the Manage Users option from the list. 
2. Click on the Actions button of the desired user (this button is found within the user’s grid) and select the Admin option from the list as shown in Figure 4. 

*Please note that only Admin Users can create and upgrade users

DOWNGRADING FROM ADMIN USER TO ANALYST USER 

Steps to downgrading from an admin user role to an analyst user role: 

1. Click on the Settings tab and select the Manage Users option from the list. 
2. Click on the Actions button of the desired user (this button is found within the user’s grid) and select the Analyst option from the list as shown in Figure 5. 

*Please note that only Admin Users can create and upgrade/downgrade users

SUSPENDING USERS 

Steps to suspending a user: 

1. Click on the Settings tab and select the Manage Users option from the list. 
2. Click on the Actions button of the desired user (this button is found within the user’s grid) and select the Suspend Account option from the list as shown in Figure 4. 

*Please note that you can only suspend the account of an active user. Additionally, only Admin Users can suspend users.

ACTIVATING SUSPENDED USERS 

Steps to activating a suspended user: 

1. Click on the Settings tab and select the Manage Users option from the list. 
2. Click on the Actions button of the desired user (this button is found within the user’s grid) and select the Activate Account option from the list as shown in Figure 6. 

*Note that you can only activate the account of a suspended user. Additionally, only Admin Users can reactivate users.