Key Points Covered:
Adding New Users:
Step-by-step instructions on adding new users to The GiddyUp Platform.
Guidelines for providing necessary information and access credentials.
Assigning Roles:
Understanding different user roles and their respective permissions on The GiddyUp Platform.
Instructions for assigning roles based on user responsibilities and access requirements.
Updating Permissions and Deactivating Users:
Adjusting permissions as user roles or responsibilities change on The GiddyUp Platform.
Deactivating user accounts when they are no longer needed on The GiddyUp Platform.
Adding New Users:
You can manage your users by navigating to the "Users" section of the GiddyUp Platform.
You'll need the following details to add a new user:
First Name
Last Name
Email Address
Phone Number
User Role
When ready:
Click on the "Add User" button
Add the required details
Select the User Role
Admin
Analyst
Customer Support
Click on "Create User & Invite"
The new user will receive an email with their login credentials.
Assigning Roles:
Once the user is added, you can manage their roles and edit information from the same screen. To assign roles, navigate to the roles dropdown menu and choose the appropriate role from the available options:
Brand Admin
Brand Analyst
Brand Customer Support
For a detailed breakdown of each role's permission, refer to this comprehensive article on defining role permissions. Understanding the specific permissions associated with each role ensures that users are granted appropriate access to the features and functionalities they require to fulfill their duties effectively.
Updating Permissions and Deactivating Users:
To update or deactivate a user:
Click on the arrow on the right-hand side of the screen for the user you're looking to update and choose the appropriate action, shown here:
You'll be able to view current and inactive users in the following tabs:
Active Users
Inactive Users
Invited Users
There are no limitations on the number of users that can be added to an account.
If you have any issues adding or managing users, please reach out to our support team for help.