How to Add a New User
Managers can add new administrators to help manage gifts within their specific assigned sub-account.
Here are the ways you can add new dashboard users to your account:
On the Home page > Invite Colleagues
Click the + sign in the upper right corner > Invite Users
Click on the Settings icon > Account > Manage Users
Understanding Roles & Dashboard Permissions
Your Snappy role determines your level of administrative access across accounts and settings:
Dashboard Owners: Have full access to Company Settings and all sub-accounts across the organization.
Dashboard Managers: Have access only to assigned sub-accounts and cannot access global Company Settings.
To check your role: Click on your name in the top-right corner of the dashboard > Profile Details. Your assigned role will appear directly below your name.
Dashboard Owner Controls
Owners manage global user access, permissions, and security settings across all accounts.
Accessing User Management: Click the gear icon ⚙️ in the upper right-hand corner > Company > Users.
Invite Users: Click Invite Users, enter the recipient's email address, and select their role (Owner or Manager with specific account assignments).
Edit User Access: Hover over the three dots and select either Edit permissions or Change role to adjust assigned sub-accounts or specific dashboard permissions.
Remove Users: Hover over the three dots > Remove User.
Reset 2FA: Hover over a user's profile → click the three dots icon → select Reset 2FA. This automatically sends a 2FA reset email with login instructions to the user.
Managing Role Changes & Offboarding
Removing a Manager: Contact your account’s Dashboard Owner to delete manager accounts.
Departed Owners: If your account Owner has left the company, contact Snappy Support via the dashboard live chat or email help@snappy.com to reassign ownership.