Adding and Managing Users in ClickTribe
Learn how to add new users, manage user roles and permissions, and more.
Artis
Last Update 2 years ago
- Log in to your ClickTribe website and go to the dashboard.
- Click on the "Users" tab on the left-hand menu.
- Click on the "Add New" button at the top of the screen.
- Fill in the user's information, including their username, email address, and password. You can also assign a role to the user by selecting a role from the drop-down menu.
- Once you have entered all of the user's information, click the "Add New User" button at the bottom of the screen.
- You can also edit existing users by hovering over their name in the user list and selecting "Edit" or "Quick Edit." From here, you can update their information, change their role, or reset their password.
- To delete a user, hover over their name in the user list and select "Delete." You will be asked to confirm that you want to delete the user before the action is completed.
- You can also bulk edit or delete users by selecting the users you want to edit or delete and choosing the appropriate action from the "Bulk Actions" drop-down menu.
- To manage user roles and permissions, click on the "Roles" tab on the left-hand menu. From here, you can view and edit the capabilities of each role, create custom roles, and assign roles to users.
By following these steps, you can add, edit, and delete users as well as manage their roles and permissions in ClickTribe.