Create User Profile

The User Access page in the admin portal provides administrators with essential tools to manage user accounts within a tenant. This functionality helps ensure proper access control and account lifecycle management.

From the User Access page, administrators can perform key actions such as:

• Create new user profiles to grant access to the platform.
• Activate or deactivate users based on operational needs or security requirements.
• Reset user passwords to maintain account security.
• Send email invitations to onboard new users quickly and efficiently.

To create a user profile, follow the steps below:

1. In the Admin portal, on the left pane, click User Access, and select a campaign ID.
2. Click Submit. As a result the list of available user profile will be displayed as shown below.

   

3. Click ADD NEW USER to add a new user profile.
4. In the Add new user page, enter user name and email address to send the user credentials to the user.
5. Click SEND INVITE to create the user profile to access the application. As a result, the user credentials will be emailed to the user email address. Also, the user profile will be listed in the user profile list.
6. Also, you can view the user login activities like last login, last password reset, and user details updated on.
7. At the end of the user profile, click the three horizontal icon, and you can perform password reset, edit profile or active/de-active the user profile.
8. Click EXPORT AS CSV to download all the user details in .csv file.