Table of Contents:
What is User Management
Account Admins have access to the User Management tab, a comprehensive table that illustrates all the users on the account, along with their access levels and permissions. It is a more efficient way to manage users.
User Management Overview
To access the User Management page, click "Sites" and press the cog icon next to the account name, where you will select "Account Settings."
Within the User Management tab, you'll find an overview of all users, including whether they have 2FA activated, the number of sites they can access, and when they last logged in.
The "Search" field can be used to search for usernames, emails, or specific sites within User Management.
The "Add Users To Sites" function will allow you to add users to sites on the account.
The "Export Users" function allows you to export user's data into an Excel spreadsheet.
How to edit a user's access level and permissions
When you click on the drop-down arrow next a users avatar, the page expands, revealing the sites that the user has access to, along with their respective permissions within each site. The sites are in alphanumeric order and have hyperlinks to each site for simple navigation.
You can adjust a user's access levels and permissions within the User Management table.
If the user's access level has been customized, an asterisk symbol will appear next to their access level.
When downgrading a user, they will automatically be assigned the highest permissions of that access level. However, the permissions will remain the same if you upgrade a user. Any necessary adjustments to permissions can be made accordingly.
How to add users
Click on "Add Users To Sites."
In the "Users" field, you can input multiple email addresses separated by commas.
You can select all sites by clicking the tick box, utilize the "Search Sites" field for quicker navigation, or individually select the sites you wish to grant the user access to. After making your selections, proceed by clicking "Next."
Customize permissions for each site. This includes specifying the user's access level, accessible tags, tag permissions, viewing activity, export capabilities, commenting permissions, and custom field permissions. Once you've set the desired permissions, finalize the process by clicking "Add Users."
Note: if a user already exists on the sites, a red "error" notification will appear
How to bulk edit and remove users
You can individually select multiple sites or utilize the three ellipses next to the username and choose "Select all Permissions." The bulk change bar will appear at the bottom, where you can efficiently edit or remove users in bulk.
Bulk editing allows you to modify permissions for the same users across multiple sites or for multiple users within the same site. However, simultaneous editing of permissions for multiple users and multiple sites is not supported.
To remove users in bulk, select the respective sites from which you wish to remove them and click "Remove" on the bulk change bar. Alternatively, you can remove users by selecting the three ellipses next to the username and choosing "Remove from All Sites."
How to resend a user's invitation
If a user hasn't accepted their Pinpoint Works invitation or logged in, it will say "Last Login: N/A" next to their email (no username will be set yet). To prompt them to join, simply click on the three ellipses next to the user and choose "Resend Invitation."
Read more in the Account Admin Role article.
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