When you need to manage individual users or multiple users and do things in bulk, like password resets, create groups for swifter content control, or import multiple users, then the Users & Groups area of the platform is where you can do just that and more.
Go to Organization & Users > Users & Groups to view a list of Active, Invited, and Inactive users. With various filtering options, you can identify users based on status, type, or keywords to narrow down the list to update their details or edit permissions.
Adding Users
On the Users & Groups page, to add a new user, click the Add New+ button on the top right to take you to the Create User page. This is where you can fill in the required details and a few optional settings to create a new user successfully.
Editing Users
Click on a user’s name on the Users & Groups page to edit or update them.
On the Edit User page, on the top right, select the Manage button to access your options. You can deactivate them to prevent further access to the app, reset their password to send an email with new login details, or delete them.
Or edit and update the following areas.
| Areas | |
|---|---|
| Basic Details | The user’s type, email, name, and website access. |
| Access & Security | Control the user’s access level and permissions for platform areas. |
| Regional Settings & Other Info | Set the user’s Country and time zone and add user metadata. |
| Assigned Folders | Set the user’s Country and time zone, and add user metadata. |
| Group Membership | Assign the user to a Group for easier content access control and task dispatching. |
| API Access | Generate unique user access keys for API integrations. This needs to be enabled from |
Be sure to log in to the web portal to view all the options available, and after making any changes, remember to save them.
User Groups
On the Users & Groups page, you can create groups for users who are part of a team or department within your organization. These groups then allow for bulk user access to assigned folders and task dispatching instead of individually.
In the Groups area on the right of the page, clicking on the + icon will create a new group. A pop-up will then appear where you can give the group a name and assign users.
By selecting an existing group, the users’ list on the page displays all users assigned to that group.
You can edit the group’s users or delete it by hovering over it and clicking on the gear icon that appears. The Group Settings pop-up will then appear, where you can edit the group’s users or delete it.
Manage Users
When viewing users on the Users & Groups page, ticking the checkbox next to each user will display the Manage option, allowing for bulk password resetting, user deletion, and deactivation.
Import/Export Users
Importing/Exporting bulk users requires an Excel (.xlsx) or CSV (.csv) file in the required format.
The link in the Import dialogue allows you to download an example format. You can also check the “Send email invites to imported users” box or leave it unchecked if you wish to create the imported users silently.
