Users

You can access the Users section from the left-hand side menu.

In this section, you will find:

• A search bar and filters to organize users:

  • Search by: Look for users by their name or email.
  • Sort by: Order the list by name or other available criteria.
  • Show: Filter the view to display all users or only those with a specific profile (Administrator, Editor, Viewer).

• A button to create new users.

• A list of existing users with their name, email, and assigned profile.

• Options to edit or remove users.

Administrators can manage user roles and permissions directly from this section.

Creating a User

To create a new user:

1. Go to the Users section from the left-hand side menu.
2. Click on New User.
3. Complete the following fields:
   • Name: The full name of the user.
   • Email: The user’s email address.
   • Password: A secure password for the account.
   • Repeat Password: Confirm the password.
   • User Profile: Choose the appropriate role (Administrator, Editor, Viewer).
4. Click Save Changes to add the user, or Cancel to discard.

Note: The selected user profile determines the permissions available to that user. See User Roles and Permissions for details.

Editing a User

To edit an existing user:

1. Go to the Users section from the left-hand side menu.
2. Select the user you want to edit.
3. Update the available fields:
   • Email: Modify the email address if needed.
   • Name: Update the full name of the user.
   • User Profile: Change the role (Administrator, Editor, Viewer).
   • Status: Activate or deactivate the account.
4. Click Save Changes to apply the modifications, or Cancel to discard.

Note: Changing the user profile will immediately update their permissions according to the selected role.

User Roles and Permissions

When creating or editing a user, you can assign one of the following roles:

Administrator

• Full access to all features.
• Can create, update, and delete applications, mediators, segments, users, and A/B tests.
• Can edit partners and connect mediators.

Editor

• Can view dashboards, applications, mediators, and segments.
• Can create and edit applications, segments, and A/B tests.
• Can edit partners.
• Cannot manage users or connect mediators.

Viewer

• Read-only access to dashboards, applications, mediators, and segments.
• Cannot create, edit, or delete any resource.
• Ideal for team members who only need visibility.