Managing Team Members

Viewing All Users

  • Shows a list of all users belonging to the Service Provider.
  • Columns typically include NameEmail, and Status (Active / Disabled).
  • The list updates automatically when users are added, edited, or removed.
  • A search field allows quick filtering by name or email.

Viewing a Single User

When selecting a user from the list:

  • Displays basic information: First NameLast NameEmailStatusAdmin Rights.
  • Useful for verifying user details or preparing changes.

Creating a New User

  • Use Add User to open the creation modal.
  • Required fields:
    • First Name
    • Last Name
    • Work Email
  • After creation:
    • The user receives an email with instructions to set their password.
  • Optional:
    • Grant Administrator permissions (full access to SP Admin).

Editing a User

Within the Edit User panel:

  • Update name fields.
  • Enable or disable Administrator rights.
  • Toggle Disabled status to restrict access without deleting the account.
  • Save updates to immediately apply changes.

Deleting a User

  • Users can be permanently removed using Delete User inside the edit panel.
  • Deleting a user removes their access entirely.
  • Service records they previously created remain intact; nothing in the tag history is lost.