Manage users

The User Management module helps you add, edit, organize, and control user access. It also allows you to manage approval workflows and user roles from one place.

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Step 1: Navigate to User Management

• Log in to the platform
• Click on Users

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Step 2: Add Users

You can add users in two ways:

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Option A: Add Manually

• Click on Add User.
• Fill in user details like first name, phone number, work email, etc.
• Click Save.

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Option B: Bulk Upload (CSV)

• Click on Add User.
• Select Upload CSV.
• Download the sample CSV template if needed.
• Fill in the user details in the CSV file.
• Upload the file to add multiple users at once.

Tip: You can also create a new user type during the CSV upload process.

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Step 3: View User Groups

• In the Users section, use the dropdown menu to select a user group.
• Once selected, the list of users in that group will be displayed below.

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Step 4: Edit User Details

• Click on a specific user name from the list.
• You’ll be taken to the User Details page.
• You can:
• Update first name, phone number, or work email.
• Partner code cannot be edited.
• Change Access Role using the dropdown.
• Select Supervisor and add other details as needed.
• Use the status toggle at the bottom to mark the user as Active or Inactive.
• Click Update to save changes.

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Step 5: Set Public Attributes

Public attributes are extra information visible to everyone about a user (on both Web and Mobile).

• On the User Details page, click Public Attributes at the top right.

• Select the attributes you want to display.
• Mark one attribute as Primary — this will be shown on both Web and Mobile.
• Click Update to save.

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Step 6: Manage User Workflows and Roles

• Go to Manage Users.
• Click Settings at the top right corner.
• You’ll find two sections:
• User Approval Workflows
• User Roles

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6.1 User Approval Workflows

Approval workflows define who approves what and can be mapped to plans later.

• Click Manage Users

• Click on Add User Approval Workflow

• Click Add New Workflow or Edit an existing one.

• Enter the workflow name.
• Add approvers (you can add multiple approvers by clicking the “+” icon).

• Save the workflow.

You can reuse these workflows for different plans.

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6.2 User Roles

As a Super Admin, you can control what Admins and Managers can access or edit.

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How to Assign Roles

• Go to User Roles.
• Toggle permissions ON/OFF for each module:
• Earnings
• Groups
• Users
• Data & Integrations
• Transactions
• You can specify:
• Who can view, edit, or revoke earnings.
• Who can create groups.
• Who can add/edit users.
• Who can edit data sources.
• Who can view or download transactions.

Example:

• Admin can revoke earnings for users reporting to them.
• Managers can view transactions but not download them.
• Only Admins can edit data sources.

Tip: Keep permissions limited to ensure better control and security.

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Summary of Key Actions

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Best Practices:

• Keep workflows clear and descriptive for easy mapping.
• Assign roles carefully to avoid accidental access.
• Use bulk upload for faster onboarding of large teams.
• Set a primary public attribute for easy user identification.