Manage users

Control Center enables you to easily create and manage users on the platform. You must have the User-manager role to change user email addresses using Control Center. For more information, see Access profiles and roles.

Create a user

To create a user:

  1. In the main menu, click User management > Users.

  2. On the User management screen, click Create user.

Screen capture of Control Center with an arrow to the Create user button.
  1. On the Create a new user screen, do the following:

    1. Enter the user's name and email address in their respective fields.
    2. In the Permissions section, click the Access type sliders to define the roles that you want the user to have. For more information, see Access profiles and roles.
    Screen capture of the Create a new user screen of the Control Center.
  2. Click Save.

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User confirmation by email required

When a user account is created, the platform sends a confirmation link to the email address you specified. The account remains inactive and hidden until the new user completes the email confirmation step.

Edit a user

To edit a user:

  1. On the main menu, click User management > Users.

  2. In the Search field, type the Name or Mail fields. (Optionally, you can filter by access type as well.)

  3. Click the Search button. Scroll down to the Registered users section, and then click the Edit icon next to the user's name.

Screen capture of the User management area of the Control Center.
  1. On the Edit user page, make any necessary changes, and then click Save.