Managing users
Who can manage users?
Admins, users with complete control over the brand’s domain, are the only users that can manage other users within a domain.
Admins have the ability to:
- Invite and deactivate users
- Set user permissions for anyone who has access to the domain
- Set product-specific configuration defaults
- Build tag taxonomies
- Decide which tools other users can access within the same domain
- View a log of all projects configured and launched on Zappi
Access
Head over the admin section and click on "Users" to see who currently has access to the domain, and to invite users, or edit their permissions.
Changing user permissions and inviting new users
You also can invite, deactivate, and set user permissions for your domain.
- To invite a user, select the "Invite User" button at the top right of the screen, and enter their email address.
Note that invites expire after 90 days of being sent out.
- To deactivate a user, click the 3 dots next to the user's name, and hit deactivate.
- To change user permissions, click those same 3 dots and select "Edit". The "update" tab will allow you to decide who can see, edit, or launch a project.
User groups: access, creation, and member visibility
A user group is a set number of users (regular users, power users, admins, or guest users) classified in groups by a domain admin. This allows them to mimic their organizational structure in the platform so that sharing reports and configurations can be done in fewer clicks. Admin can create an unlimited number of user groups based on factors such as function or team, market, region, etc.
In order to access user groups that have been created within your domain, go to "Admin" on the top menu bar, and click on "User groups". Non-admin users will only be able to see the user groups they are part of when they are trying to share a report or a configuration with other domain members.
As an admin, you can edit existing groups and add new ones to your domain. User groups are a great way to share project configurations and reports with specific users quickly or to limit subscription access for a set group.
