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Manage users and roles within your organization’s client dashboard. Organization users are members who access the dashboard for journey management, analytics, and operations.

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Viewing Users

Navigate to User Management in the left sidebar to see all users in your organization.
User Management Dashboard
The user table displays:
ColumnDescription
NameUsername of the account
EmailCorporate email address
Phone NumberContact phone number
StatusActive or Inactive
RoleUser role (OrgRootUser, OrgUser, etc.)
ActionsEdit, deactivate, or manage the user
Use the filter options (All, Active, Inactive) to narrow the user list by status.

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Adding a New User

1
Click “Add User”
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Click the + Add User button in the top-right corner of the User Management page.
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Fill in user details
4
Complete the form with the following required fields:
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Add User Modal
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FieldDescriptionUsernameUnique identifier for the userCompany EmailCorporate email address (used for login and notifications)Phone NumberContact phone numberPasswordInitial password for the accountConfirm PasswordRe-enter the password for verification
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Complete creation
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Click Continue to create the account, or Cancel to discard. The new user will appear in the user table with Active status.

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Organization User Roles

RoleDescription
OrgRootUserFull administrative access to the organization. Can manage users, API keys, settings, and all platform features.
OrgUserStandard user with access to journeys, analytics, and day-to-day operations. Cannot manage organization settings.

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Managing Existing Users

Click the Actions menu (three dots) on any user row to:
  • Edit user details (name, email, phone)
  • Activate / Deactivate the account
  • Reset password for the user