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Modify existing user accounts

Edit permissions, log in as a user, or delete a user's account

Matthew Davis avatar
Written by Matthew Davis
Updated over 5 months ago

How to modify an existing user account

From the homepage, hover over the sidebar on the left, then click Users to open the Users page.

From here the account Admin or a staff user with appropriate permissions can invite and manage users.
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Hover over the user tile you'd like to edit, then click the ellipsis in the upper right corner of the tile to open a dropdown menu.

In List view, click the ellipsis menu at the far right of the user table to open the menu.

From the dropdown menu, you can edit the user's profile, the campaigns they can access, or their individual user permissions. Additionally, you can log in as the user to view their environment or delete the user from this menu.

Click one of the top three options to open a corresponding edit menu.

Edit Profile

In the edit profile popover, you can edit the user's name, email address, or photo. If needed, you can also generate a secure password and send these details via email to the user.

Edit Campaign Access

You can restrict users on a campaign to campaign basis, or give users access to all campaigns in the account.
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Simply click the circle to the left of the campaign you'd like them to access, then save.

Edit Permissions

In the permissions popover, you can change how much of the app a Staff or Client user has access to. You can turn on or off specific sections and metrics or allow Staff users to edit billing or manage users.

To turn a permission on or off, simply click the toggle on the far right. When green, the permission is enabled for the user. When gray, the permission is disabled for the user.

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