Creating and managing a user

Owned by Jessie Tran (Unlicensed)
Last updated: Nov 27, 2023 by Steven Le
2 min read

On this page you will find:

As a Root Admin in MeeteR, managing your team has never been easier – you have to ability to add, remove, and fully manage your users and group users from the Users button on the Platform Manage or Dashboard button.

For an overview of the different types of roles and their respective permissions, reference this article Overview of roles & permissions

 Only Root Administrators have the ability to manage user accounts.

Creating a new user

  1. Navigate to your Platform Management dashboard, under Core Services, click Users

  2. Click + Create New

  3. Complete New User fields

    Note: When creating a new user, you will have the ability to select the option to notify the user of their new account by selecting Notify User - this will send an email invitation for this user.

  4. Click Submit

The user’s login username will be the email is associated with that user.

Editing a user

Root Admins can edit a user’s profile settings at any time by selecting the Users via the Dashboard and/or Platform Manage page view.

  1. Navigate to your Platform Management dashboard, under Core Services, click Users

  2. Click the more button … of the specific user that needs to be managed

  3. Click Edit User, a pop-up, Profile Settings, will appear

  4. After you’ve made your edits, select Save

Deactivating a user

Deactivating a user

  1. Navigate to your Platform Management dashboard, under Core Services, click Users

  2. From the Users Overview page, toggle the status by selecting the status drop-down of the user you would like to deactivate

     

Deleting a user

  1. After you have deactivated a user, select Delete

  2. You will be prompted by a Confirm Deletion pop-up, click Delete

  3. Click Delete

 

Finished Already?