User Management

User Management enables you to assign roles to your team members. These roles define what your team members are authorized to do on your account.

In this article, you can find answers to the following questions:

• What are the user roles?
• What are the registered users?
• What are the user statuses?
• How can I filter users?
• How can I reset Two-factor Authentication (2FA)?

You can navigate to User Management through the submenu located under your user name in the top right corner.

User Roles

You can assign five different roles to a user on your dashboard.

1. Manage Users
   This role is authorized to access products, view, create, edit, and launch campaigns, update campaign status, add/remove users from the dashboard, change user roles, and change the system rules.
2. Edit and Publish
   This role is authorized to access products, view, create, edit, and launch campaigns, update campaign status, and change the system rules.
3. Collaborate
   This role is authorized to access products, view campaigns, create only Test campaigns, edit only Passive, Draft, and Test campaigns, and stop or pause Active campaigns.
4. View Only
   This role is authorized to access products, view campaigns, and change the system rules.
5. Outsource
   This role is authorized to change system rules only.
6. Change Campaign Status Only
   This role is authorized to change campaign status only.

Registered Users

Registered Users are the ones who have access to your account. This section enables you to edit a user’s name, surname, and email address, change their user role, set limited products, enable/disable access for user profiles, and search for a user. You can also click the Delete button to delete users.

User Statuses

You can see the status of the users on the left of the User Management page.

• Active - The user completed his registration
• Locked - The user entered the wrong password a couple of times and got blocked.
• Unregistered - The user who received the Invite mail but did not complete its registration.

How to filter users

You can filter your users using their user statuses and roles. You can also search a user by their names and email addresses.

How to reset Two-factor Authentication (2FA)

If you have enabled Two-Factor Authentication (2FA), you can reset your users' 2FA under the menu. 

For example, they might change their mobile phone on which they have the Authentication app, or they might not access their backup codes. However, you should consider that not having a 2FA makes you invulnerable against cyber attacks, therefore ensure that the user's password is safe before you reset it. You will also receive a confirmation message to proceed.
Then, you will see a notification about the result.