In this article, we'll walk you through some steps to add a new user to your Plezi account.
By paying for custom roles for each user, you can better control access and permissions in your Plezi account.
Pre-requisites:
Have the administrator role.
Have the first and last name and email address of the new user.
What are the different roles in Plezi ?
An "administrator" can create (or change the settings of) other users.
A "Marketing" role has access to all tabs in Plezi except settings
An "Agency": Can access all tabs but does not have access to users.
A "Sales" role:
cannot access settings / form templates.
cannot create / update / delete items.
Where to find this fealures ?
- Log in to your Plezi account.
- In the left hand side menu, locate and click on <Users> (1)
- Then click on the "Add a user".
- Fill in the necessary fields (2) such as last name, first name, e-mail, role etc...
- At the end, click on Create to save the changes (3).
Tip & tricks :
- To remove a user's access to Plezi, uncheck the "Active" box