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User Management in the Client Area

Learn About User Management For The Client Area​

Quick Intro​

User Management is a feature designed for teams that need varying levels of access to the account. If you're working within a team where multiple people require access but with specific permissions, the User Management section allows you to facilitate this efficiently.

Important To Know Before You Begin
  • Assigning Permissions: You can assign different permissions to each user depending on their role and your organization's needs.
  • Access Levels: Users can be granted full admin rights or limited to specific roles and responsibilities.

How To Set Up User Management​

Setting up User Management is straightforward. Here’s how you can get started:

  1. Log into the Client Area: Start by logging into your account where you have administrative privileges.
  2. Navigate to the User Management Section: Usually found under the account or settings menu.
  3. Invite Users: You can invite new users by entering their email addresses and assigning relevant permissions.
  4. Manage Permissions: Specify the level of access each user should have. You can select from predefined roles or customize the permissions based on your needs.
  5. Send Invitations: Once you configure the settings, send out the invitations. Invited users will receive an email with instructions on how to access the account.

Managing Existing Users​

  • Review and Modify Permissions: Regularly review user access and modify permissions as necessary to ensure security and operational efficiency.
  • Remove Access: You can remove user access entirely if a team member no longer needs entry to the Client Area.

Benefits of Effective User Management​

Benefits of Effective User Management
  • Enhanced Security: By assigning appropriate permissions, you can minimize risks and ensure sensitive account functions are only accessible to authorized personnel.
  • Operational Efficiency: Streamline operations by enabling team members to manage specific aspects of the account without interference.
  • Collaboration: Foster a collaborative environment where team members can perform their roles effectively without needing broad access.

If you have multiple accounts associated with your parent account and need guidance on how to switch between them, please refer to our guide on Switching User Accounts in the Client Area.

For further help, please reach out to our support team, available to help you ensure your account is secure and efficiently managed.