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Quick start guide for user admins

A brief overview of the things user admins can do in Users, groups, and reporting.

Lorcan Reilly avatar
Written by Lorcan Reilly
Updated yesterday

User admins are able to support account managers with various administrative tasks within the Users, groups, and reporting area of iQualify settings.

This includes managing user accounts, creating groups, and generating reports.

Note: Account owners and user admins are able to grant user admin permissions.

How to get to Users, groups, and reporting

Select your Avatar and choose iQualify settings to be taken directly to the Users, groups, and reporting area of iQualify settings. You will find two tabs here: Users and Groups and reporting.

Note: The other areas of iQualify settings are managed by account owners only. The above steps are relevant to user admins. Account owners will need to select Users, groups, and reporting from the left menu after opening iQualify settings.

What you can do in Users

With Users you can manage and review the details and permissions of your organisation’s iQualify users.

This includes:

Screenshot of User management area of iQualify settings with the details of an example user open

Learn more: Check out our User management article for a complete guide to these settings.

What you can do in Groups and reporting

With Groups and reporting you can create and manage user groups and view, customise and download reports.

This includes:

Screenshot of the Groups and reporting area of iQualify settings

Learn more: Check out our Groups and reporting article for more information about groups and reports.

How to get help as a user admin

If you get stuck, we're here. You can always reach our helpful support team via in-app chat or via this contact us form.

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