Manage Users - Add, Edit & Delete

Created by Josh Pike, Modified on Wed, 5 Jun at 3:31 PM 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
    • Mail Icon - This option will issue out a 'Welcome Email'. This can be utilised to help a user reset their password.



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

-------------------------------------------------------------------------------------

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

Support: help@aquipa.com



Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article