Summary

The Manage Team page can be used to create new admins or edit existing permissions. If your user has access to multiple brands, you will see the users for all the brands. You have the ability to filter the brands that you are viewing by filtering to that brand before opening the Manage Team page.

<aside> <img src="/icons/unlock_gray.svg" alt="/icons/unlock_gray.svg" width="40px" /> Super Admin Role: User Manager

</aside>

Accessing

To access the Manage Team page, click on the Administrative drop down in the top right of the Payment Portal. The Manage Team selection will be in that drop down if you have access to the page.

Drop down menu.png

Manage Team Main Page

The main page allows filtering on the role to see who has any given role. It also gives a keyword search for first name, last name, or email address.

The list of users shows the name, email, creation date, last updated date, and the last logion date. The email address is the hyperlink that will open up that users permissions.

This list can be filtered by the roles that are assigned to users, so you can pull the all users that have for example, the Support Specialist role assigned to them. There is also the option to do a text based search and search for a first name, last name or email address.

Manage team main page.png

<aside> 💡

Note: To see users in a particular brand, select that brand from the brand filter prior to opening the Manage team page. This will pull only the users with permission to that brand.

</aside>

Status Indicator

The status indicator next to the email address indicates if the email address is correct and if it has been validated through a link sent to the email address entered.

When there is an incorrect email address entered, when correcting the email, the original email will remain in the field until the new email address is validated when the user clicks on the link in the email to validate the email was received.

Manage Team Page Operation

New User Setup