Managing Account Users as Super Admin

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This article describes how to manage users within the portal as a Super Admin. To learn how to manage accounts through our JavaScript endpoints, go to CRUD Users.

For each section, it is assumed you are logged into your Super Admin account.

Create an account user 

To create a user:

  1. Click on Users
  2. Click on Create User button 
  3. Provide Email (this will be user's login username) and Name
  4. Click Create

Note: When a user is created, there will be no accounts associated with it initially

 

Retrieve all users

To see all users:

  1. Go to Users page 

 

Update user

To access a user:

  1. Click on Users
  2. Click on user you want to modify

On the User Page, you'll be able to perform the following actions:

  • Edit user details
  • View accounts linked to user
  • Login as user to view portal experience as that user
  • Delete user

 

Link user to account

To link a user to an account:

  1. Click on Accounts
  2. Click on account you want to link user to
  3. Click Link Existing User
  4. Select user and role
  5. Click Link

 

Unlink user from account

To unlink a user from an account:

  1. Click on Accounts
  2. Click on account you want to link user to
  3. Find user in Linked Users table
  4. Click Unlink

 

Delete user

To delete a user:

  1. Click on Users
  2. Click on user you want to delete 
  3. Click Delete User at bottom of page