User Management

Create, edit, and manage all platform users. At ACME Creative Agency, this page shows every team member — designers, account managers, and admins — with their role, login status, and two-factor authentication at a glance.

Key Features

• Company Drill-Down: Uber admins open to a list of all companies — click any row (e.g. ACME Creative Agency) to view its users, then use ← Back to return
• User List: Name, company, email, phone, category, level, status, and MFA indicators for every account
• Search & Filter: Search by name, email, or company — filter by category, level, or status
• Add New User: Create accounts with contact details, access settings, and MFA options (uber admins only)
• Edit User: Update any user's profile, permissions, status, and security settings
• Toggle Status: Activate or suspend individual accounts with one click
• Batch Actions: Activate, suspend, or delete multiple users at once
• View As User: See the platform exactly as another user does (uber admins only)
• Role Templates: Create and configure permission templates per page (uber admins only)
• Per-company Permissions: Assign different role templates to each of a user's companies individually

How to Use

Adding a User

1. Click Add New User in the top right (uber admins only)
2. Enter name and email (required); optionally add company, phone, and address — use Search Address for Google Places autocomplete
3. Set Category, Level, and Status
4. Enable MFA methods as needed: Email, SMS, or Google Authenticator
5. Click Save Changes

Editing a User

1. Click Edit on any user row
2. Update fields as needed
3. The right panel lists all companies for that user — use the dropdown next to each company to assign a role template
4. Click Save Changes

Changing Status and Deleting Users

• Click Toggle Status on a row to switch Active ↔ Suspended
• Use checkboxes and the batch menu to Activate, Suspend, or Delete multiple users at once
• You cannot change status or delete your own account

Viewing the Platform as Another User

Click View As on any row (uber admins only). The platform reloads as that user's view — useful for checking permissions or troubleshooting access. Return to your admin view from this page.

Managing Role Templates

1. Click the Role Templates tab (uber admins only)
2. Click any template card to edit its permissions — toggle View, Edit, Delete, and Export per page, then click Save Changes
3. Click Create Template to add a custom template (name, description, plan tier)
4. Click the delete icon to remove a custom template (must be unassigned from all companies first; system templates cannot be deleted)

User Categories & Levels

Categories control which modules a user can access: Uber (full platform), DAM Client, CRM Client, Guest.

Levels control what they can do: Admin (full control), Editor (create and edit), User (read and limited interaction).

Tips

• Use the Status filter to quickly find all suspended or new accounts
• The MFA column shows two-factor authentication status at a glance
• Assign different role templates per company for fine-grained, company-level access control
• Batch actions automatically skip your own account — you can't accidentally suspend or delete yourself
• Enabling Edit, Delete, or Export on a template page automatically enables View as well