This article provides a comprehensive guide on how to create and manage user access permissions in Give Me 5. With these capabilities, you can ensure that each user has the appropriate access to the necessary tools and information.
Note: The ability to manage users is exclusively available for Agency plan subscribers.
As an agency on Give Me 5, you have the authority to create, manage, and delete users. You can also modify user access permissions for all locations associated with your agency, ensuring that each user has the appropriate level of access.
Managing User Settings
To access the user settings, follow these steps:
Navigate to User Settings:
Click on the Gear/Settings Icon located in the top right corner of your Give Me 5 dashboard, just before the logout icon.
Default User Profiles:
By default, profiles created under your account will automatically generate a user, which will be visible in the user settings section.
Creating and Modifying Users
Creating a New User:
Click on the 'Add User' Button:
To create a new user, click the 'Add User' button.
A popup will appear, prompting you to fill in the user details.
Enter User Details:
Company Access: Select the company or profile/location that the user should have access to.
API Access and Login: Decide whether the user should have API access and login privileges.
Custom Permissions: Choose specific permissions for the user, including access to Landing Pages, Widgets, Invites, and Reporting.
Submit User Details:
Once you have configured the user's access permissions, click the 'Submit' button to create the user.
Modifying an Existing User:
Edit User Details:
To modify an existing user, click the 'Edit (Pencil)' Icon next to the user's name.
Make the necessary changes to the user’s details and permissions.
Submit Changes:
After making the desired modifications, click the 'Submit' button to apply the changes.
Deleting a User
To delete a user from your account, follow these steps:
Click the 'Delete (Bin)' Icon:
Locate the user you wish to remove and click the 'Delete (Bin)' Icon next to their name.
A confirmation popup will appear.
Confirm Deletion:
Click the 'Delete' button in the popup to permanently remove the user.
Note: Deleting a user will only remove them from your user list. The associated company profile will remain intact.
Resetting a User's Password
If a user needs to reset their password, you can do so by following these steps:
Click the 'Key Icon' Button:
Find the user whose password you wish to reset and click the 'Key Icon' Button next to the delete icon.
A Setup Password popup will appear.
Enter New Password:
Enter the new password in the New Password field.
Re-enter the new password in the Confirm Password field to ensure accuracy.
Submit Password Change:
Click the 'Submit' button to reset the user's password.
Deleting a Company Profile
If you also need to delete a company profile, follow these steps:
Navigate to Company Profiles:
Click on the Gear/Settings Icon at the top of the dashboard.
Select Company Profiles from the dropdown menu.
Search for the Company:
Locate the company profile you wish to delete using the search function.
Delete the Company Profile:
Click on the Delete button to remove the company profile permanently.
Managing users in Give Me 5 is a straightforward process that gives you full control over user access and permissions. By following the steps outlined above, you can effectively create, modify, delete, and manage users, ensuring your agency operates smoothly and efficiently.
For any further assistance, please contact our support team. We are here to help you make the most out of your Give Me 5 experience!