User Management

User Management in ImpactPilot

Objective

This article outlines the steps for managing users in Impact Palette, including adding, editing, and removing users.

Key Steps

1. Access User Management 0:00

• Navigate to Settings.
• Click on the Users tab to view all current users.

2. Remove an Existing User 0:11

• Locate the user you wish to remove.
• Click on the delete option to remove the user from the system.

3. Change Admin Rights 0:11

• Find the user whose admin rights you want to change.

• Click on Edit.

  Update the rights as necessary:

  • Manager: User can see all customers.
  • Admin: User can access the Settings page.

4. Additional Rights for Admins 0:30

• Note that when a user is granted admin rights, they will require additional rights in HubSpot.
• Refer to the relevant article for details on these rights.

5. Add a New User 0:37

• To add a user, enter their details in the provided fields.
• Ensure the user has a HubSpot account (at least Core level).
• If the user is not visible, they may need to create a HubSpot account.

6. Invite the User 0:56

• Select the user from the list of HubSpot users.
• Click on the invite option.
• The user will receive an email with instructions to join.

Cautionary Notes

• Ensure that users have the appropriate HubSpot account level before inviting them.
• Double-check the permissions assigned to users to avoid unauthorized access.

Tips for Efficiency

• Regularly review user access and permissions to maintain security.
• Keep a record of user roles and responsibilities for quick reference.