Member Management

Delete, create, and edit members in one place. In addition, change their roles and permissions.

Depending on your subscription type, you are allowed to have certain numbers of members within the company's account. In this article we introduce you to how to manage your company members as well as what member roles are currently possible within our platform.

By default, the first registered member is your company's admin. Only the admin can manage the company's profile, other members, and your subscription. 

Member management allows admins to:

• Add new members,
• Delete members,
• Edit members.

You can review and change your company’s member roles within the member management:

Add New Member

You can add new members to access your company's account. Click on the "Add New Member" button within the member management page and fill out the following fields:

The following fields for the new profile are mandatory:

• Name,
• Surname,
• Phone number
• Email,
• Password.

Account Status

You can assign the new member with admin status. There can be multiple admins per account.

By default, the member's account is active. However, you have the option to deactivate the account. Once the account is deactivated, the member cannot sign in to the platform. An admin can reactivate the member at any time.

The new member needs to verify their email address before sign-in.

Delete Member

Admin can delete members at any time. First, select the member you want to delete. Then press the "Delete Member" button and confirm the deletion:

Edit Member

Admin can edit other member profile information at any time. That includes the member:

• Name,
• Surname,
• Position at the company,
• Phone number,
• Password,
• Whether the member is an admin or not,
• Whether the member's account is active or deactivated.

To edit member's profile first select the profile that will undergo the changes. Then press on the "Edit Member" button:

Edit the information you want and finally click on the "Save Changes" button:

Member Roles

In our platform there can be three types of member profiles:

• Admin,
• Regular member,
• Inactive member.

Admin

By default, the first registered member is an admin. There can be multiple admins per company.

Admin has access to all parts of the platform. Compared to regular members, the admins can manage the following:

• Other members,
• Subscription,
• Company profile,
• Inventory.

Regular member

Regular members can only have access to their profile, member's dashboard and the search functionality. Therefore, a regular member cannot edit or manage inventory or company information.

Inactive member

You may deactivate another of your company's members if you wish to. Their profile will still be in our database, and you may reactivate the account anytime. Once deactivated, the member cannot sign into their profile nor be found by other platform members through the member search.

When the deactivated member tries to log in to their account, it will look like this:

The deactivated member will think their account has been deleted. Meanwhile, you can keep the member's data if you wish.

Remember, though, that deactivated member still counts as a member regarding your subscription limitations.