Note: To invite a new user to your account, you must be an Administrator of the account. If you aren't sure who has this role in your organization, chat with us.
As an Administrator, you have the permission to access and modify your account’s settings – this includes User Management. To access your settings, simply click on the Settings tab in the sidebar menu.
Inviting a new user
To invite a new user to your account, navigate to your Settings and click on the User Management tab. Then, click on the button “Create User”
Step 1. Enter your user’s information
First things first – enter your user’s first and last name.
Next, enter the Login Email – This is the email address that the user will use to log into the platform. This email must be unique (i.e. has never been used in the AtmanCo platform).
Then, enter your user’s Communication Email - This is the email address used to communicate with the user (i.e. where they will receive alerts & notifications from the platform). Use an email address that the user will check often.
Finally, set the preferred language for the user. The user will always be able to change this later, but their invitation email will be set to the language you set here:
Step 2. Assign your new user a role
Select the role you wish to assign your user. Choose one of the following options:
- User– a regular user can access and edit all settings for clients. However, they will not have access to this account’s settings.
- Administrator– as an administrator, this user will be able to access and edit all settings for this account and all its clients.
You may also choose to assign the additional permission “Billing Manager”. The Billing Manager has access to the billing information for the account, can add products, and manage payment methods.
Note: If you cannot see Additional Permissions it is because your user does not have these permissions, and therefore cannot assign them to other users.
When you click on “Invite new user”, the user will receive an invitation via email (sent to their communication email). This email contains a link to the platform, where the user will be able to set their password and access the account.
Manage users of your account
To manage your users, navigate to User Management via the Settings tab.
Here, you can see your active users (those who currently have access to your account), and your pending invitations (users who have received an invitation but have not yet accepted/set up their user).
For active users, you can edit the user’s information, roles, and permissions – but not their login email. Once a login email has been set, it cannot be changed.
You can also remove a user from accessing your account by clicking on the Trash icon.
For pending invitations, you can edit the user’s information, roles, and permissions. However, once an invitation has been set, the login email cannot be changed.
You can also delete a pending invitation at any time.