All Collections
User Management
Adding a New User/Partner
Adding a New User/Partner

Manage platform users, admin, and partners

Written by Andrew Alvarado
Updated over a week ago

Navigate to the users page, and click “+ user”, specify user information and click Create

  • Name - Users name

  • Email - Users email, this is used for platform login

  • Company - Users company name

  • Phone number - Users Phone Number

  • Currency - This specifies the users default currency

  • User Role - See below

    You can sort the Users page by Name, Email, and Registered At time, click on the arrows to the right of each column in order to sort

User Roles

There are various types of user roles in the platform, each having variations of access and reporting views.

  • Admin - These are for platform administrators. Internal users who are able create, and modify all fields in the platform

  • Partner - These users can only see their information and offers/deals assigned to them by an admin.

Did this answer your question?