User Roles and Settings

The Settings section allows you to manage your account details and control access for other users in the system. It is divided into two tabs:

• Profile – manage your personal information and account credentials.
• Users & Roles – add, edit, or remove users and assign roles.

Profile

In the Profile tab, you can update your account details:

First name and Last name – the name shown to other users. E-mail – your account’s login address. It cannot be changed. Password – your login password. Click Change to update it. Phone – your contact number.

After making any changes, click Save to apply updates.

Users & Roles

The Users & Roles tab allows you to manage all accounts connected to your organization.

Roles

The system includes two user roles:

• Admin – has full access to all areas of the workspace, including settings, user management, and billing.
• Manager – similar to Admin, but without access to the billing section.
• Moderator – a role that allows working with campaign content, but is not intended for changing other workspace settings.

Creating a New User

Click Create user. Enter the user’s Name and E-mail. Select a Role — either Admin or Manager. Choose how to set the password: Keep the Generate password checkbox selected to create it automatically. Uncheck it to set your own password. Click Create to add the user.

Editing a User

• Open the menu with three dots next to the user’s name and select Edit.
• You can change the Name, Role, and reset the Password:
  • Keep the Generate password checkbox selected to create it automatically.
  • Uncheck it to set your own password.
• Click Save to apply changes.

Deleting a User

To remove a user, click the menu with three dots and select Delete. Confirm the action to permanently revoke access for that user.