As a system administrator in your CreatorIQ environment you have the ability to add and remove user access to the platform. In this article we will walk you through the steps to do this in the Network Settings.
Under the User Management section on the left hand nav bar, click on Users.
Add User
Click on Add Users at the top right hand side of the page.
In the Add Users wizard add the following information:
- First Name: First name of user
- Last Name: Last name of user
- Email: Email address of user
- Divisions: If you've created divisions in your environment(optional)
- Departments: If you've created departments in your environment(optional)
- Permissions: Select permission levels to determine user access
- Access: Search, Manager, Administrator
- Search - View only access
- Manager - Edit access
- Administrator - Delete access
- Finance:
- System Administrator: Highest permission level
- Access: Search, Manager, Administrator
- Click Save
The user record will populate on the page with the status Active.
The user will receive a registration email to the email address entered. The email will include an activation link for them to click on and activate their CreatorIQ account.
Remove User Access
To remove user access from the environment you will need to deactivate the user account.
- Click on the three dots on the right of the user row
- Select Deactivate
- Click Yes when prompted to confirm
- The status on the user record will update to Inactive
Edit User Access
To edit a user record follow the steps below.
- Click on the three dots on the right of the user row
- Select Edit
- Make the changes in the Edit user wizard
- Click Save
Changes made will take affect right away.
Have questions? Don’t hesitate to Contact us!