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:
Updating user details, including name, ID and email address.
Managing user permissions.
Suspending or reactivating user accounts.
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:
Creating groups by uploading a CSV file or applying filters.
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.