Introduction:
The User Management feature allows you to invite colleagues to your RefundKeeper account, assign them roles, and manage their access to different applications.
Key Features:
Invite new team members.
Assign roles with different access levels (`Editor`, `Viewer`).
Manage user access to specific applications.
View a list of all users, their roles, and statuses.
Deactivate, activate, and delete users.
How to Invite a New User:
1. Click on the avatar and navigate to the "Users" section in the side menu.
2. Click the "Invite new user" button (this button is only available to users with `Owner` role).
3. In the modal window that appears, fill in the fields:
First Name: The user's first name.
Last Name: The user's last name.
Email: The user's email address (the invitation will be sent here).
Role: Select a role for the user (`Editor`, or `Viewer`).
Apps: Select one or more applications the user will have access to.
4. Click the "Invite new user" button.
An invitation email will be sent to the user. Their status will be `Pending` until they accept the invitation.
User Roles and Permissions:
Owner: Full access to all features, including billing management and managing other users.
Editor: Can view data and settings for the applications they have access to, but cannot manage users or change billing settings.
Viewer: Can only view data in the applications they have access to. Cannot make changes or manage users.
Managing Existing Users:
On the "Users" page, you will find a list of all users.
Search and Sort: Use the search bar to quickly find a user by name or email. You can sort the list by clicking on the column headers.
Editing: Click the three-dot icon (⋮) in the user's row and select "Edit". You can change the first name, last name, role, and application access. *Important: You cannot change a user's role from Owner to another role if they are the only Owner in any of the applications they have access to.*
Changing Status:
Deactivate (for Active): Temporarily suspends the user's access. Select "Deactivate" from the actions menu.
Activate (for Deactivated): Restores access for a deactivated user. Select "Activate" from the actions menu.
Delete (for Pending):** Removes a user who has not yet accepted their invitation. Select "Delete" from the actions menu.
Resend Invitation (for Pending): Sends the invitation email again to a user who hasn't accepted it yet. Select "Resend Invitation" from the actions menu.
Important Notes:
Invited users should check their email (including the Spam folder) to accept the invitation.