Managing Users within your Brand

To beging creating and managing users within your brand and brand's agencies, navigate to the Users link in the main navigation menu.

The users page allows you to search, create and manage users across your brand. This includes Brand Users, Agents and Office Administrators.

Using the filters module on the right hand side you can narrow down your search to find the user you wish to review or edit.

Manage a user

If you are wanting to create a user, please ensure you search your user list first to ensure the user does not already exist. 

If the user already exists, click on their name in the users list. You will land on the edit user page where you can update the contact details, API keys and association, then click save.

If you done editing this user, click on the back button in the top right of your page. This will take you back to the users page.

Create a user

If the user does not already exist you can go ahead and click the green create button in the top right of your screen. 

This will bring up the create user side modal where you will be able to select the role of the user and input the users contact details. Once all required fields are filled in, the Create User green button will appear at the bottom of the side modal. When doing this within Brand Admin user page, you will have the ability to create a Brand Administator which is the same access user you are currently logged in as. Meaning they will have access to brand reporting, Template Manager, all agencies and users.