User Access Management
In this guide, you'll master how to manage user access, invite new users, and delete existing users in your workspace. By following these steps, you'll ensure seamless control over user permissions and maintain an organized workspace.
Go to Settings.
Click on the User Access tab.
Use the Filter button to sort user types.
Use the Filter option to sort by product access.
Use the Search option to locate users by name or email.
Click on a user's name to view their access details.
Select View Business to check the business accesses assigned to the user.
Click Edit Roles to modify the user's access permissions.
To invite a new user, click the Invite New User icon in the top-right corner.
Choose between Regular User and Guest User, then input the user's name.
Enter the user's email ID.
Select the platform for the user.
Assign the user's role.
Select the business for the user.
Click Add User.
Review the details and click Invite User to send the invitation.
Search for the newly invited user in the user list to confirm their addition.
To delete a user, click the Delete icon next to their name.
Confirm the deletion by clicking Yes or the equivalent confirmation button.
That's it! You've successfully learned how to manage user access, invite new users, and delete existing users in your workspace.
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