Manage Users - Add, Edit & Delete

Created by Josh Pike, Modified on Tue, 07 May 2024 at 10:49 AM by Kiarne Johnston-Harvey

Add Users

You have absolute control of the Users you add to your account and the Roles & Permissions (see bottom of this article) you give them.
  1. Go to your Avatar (top right of screen) > Account Settings
  2. Manage User Tab
  3. ADD USER button.


      4. Create the User: In the required fields and
  • Input User Email Address
  • Choose a "Role"
  • Name (First & Last)
  • Contact Number (scroll down)

Note: This will send an automated email to that user with their login details.


 


Delete & Edit Users: Edit Users / Delete Users / Change a users Roles

  • Go to Manage Users
  • Select the the right pointing arrow to the right of a Users name
  • A panel will appear displaying all the details of the user, options to manage the user 
    • Eye Icon - This option will redirect you to view the users profile
    • Pencil Icon - This option will allow you to edit the users details such as Email, Name, Phone Number.
    • Gear Icon - This option will allow you to update user notifications
    • Trash Icon - This option is used to delete a user
    • List & Pen Icon - This option will allow you to schedule internal Training Lessons



User Roles

There are currently 3 different types of User Roles in Aquipa - what they can do in the system is determined by what Permissions you grant them. (Go to Manage User Role Permissions to set these rules)

  • Owner
  • Admin
  • Employee

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Other Education & How-to Articles: https://help.aquipa.com/support/home

Support: help@aquipa.com



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