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Managing and Creating Users
Managing and Creating Users

This guide will walk you through the steps to manage and invite users using our platform.

Peter Court avatar
Written by Peter Court
Updated over a week ago

Accessing the User Management Page


1. Log In: Start by logging into your account.

2. Navigate to Audience: On the left-hand sidebar, click on the “Audience” section.

3. Select Users: Under the “Audience” section, select “Users” to access the user management page.

Managing Users

On the user management page, you can view and manage all the users associated with your organization.

Viewing Users

User List: The user list displays all users. If there are no users, the page will indicate “No users to display.”

Search Users: Use the search bar at the top to find specific users by name or email.

Editing User Details

1. Select User: Click on the user you want to edit.

2. Edit Information: Modify the necessary details such as name, email, role, and permissions.

3. Save Changes: Click the “Save” button to update the user’s information.

Deleting Users

1. Select User: Click on the user you want to delete.

2. Delete User: Click the “Delete” button.

3. Confirm Deletion: Confirm the deletion in the popup window to remove the user from your organization.

Inviting New Users


To invite new users to your organization:

1. New User Button: Click the “New User” button located on the right side of the user management page.

2. Enter User Details: Fill in the new user’s details, including their name, email address, and role.

3. Send Invitation: Click the “Send Invitation” button to send an invite email to the new user.

Tracking Invitations

Pending Invitations: You can track the status of pending invitations in the “Invitations” section under the “Audience” menu.

Resend or Cancel Invitations: If necessary, you can resend or cancel pending invitations from this section.

Tips for Effective User Management

Regularly Update User Roles: Ensure that users have the appropriate access based on their roles.

Review User Activity: Periodically review user activity to ensure compliance with organizational policies.

Clear Inactive Users: Remove users who no longer need access to maintain security.

By following these steps, you can efficiently manage and invite users to your organization, ensuring smooth and secure operations.

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