🧭 Navigating to the Users Tab
On the left-hand side of the screen, scroll down to the bottom and click your name.
In the menu that appears, click Users.
This opens the Admin Portal, where you can manage users and organize regions (also called organizational units).
➕ Creating a New User
In the Admin Portal, go to the bottom right-hand corner and click Create New User.
Enter the email address of the new user.
You can also enter multiple email addresses if you want to assign the same permissions to several users at once.
Select a role for the user:
Super Admin
Admin
Contributor
General Plus
General User
Assign region access:
Choose All Regions to give full access.
Or select specific regions to limit access.
Click Create User.
Once created, the system automatically sends an activation email from notifications@pattern.com to the new user.
✉️ User Activation
When a user receives the activation email and logs in, their status in the user list changes from Pending to Active.
If a user doesn’t receive their activation email, you can resend it by clicking the three dots (…) next to their name and choosing Resend Activation Email.
⚙️ Editing User Details
To change a user’s role or region access:
Click Edit Profile next to the user’s name.
Update their role or region settings as needed.
Click Save.
Note: The user will need to log out and back in for the new permissions to take effect.
🚫 Deactivating or Deleting a User
If you need to remove a user’s access:
Click the three dots (…) next to Edit Profile.
Choose Deactivate User.
The user will move to the Inactive tab.
To reactivate a user later, go to the Inactive tab and click Reactivate.
To permanently remove a user, select Delete from the same menu.
✅ Summary
Action | Location | Description |
Add New User | Admin Portal → Create New User | Add individual or multiple users |
Edit User | Edit Profile | Update roles and regions |
Deactivate / Reactivate | Three-dot menu | Manage user access |
Delete User | Inactive Tab → Delete | Permanently remove user from PXM |