User Management

This article explains how to manage users in the Presspage platform, including how to add, edit, and remove users, adjust their roles, and monitor account activity

Different access levels can be granted depending on how each user will be contributing to an account.

Table of contents:

• User Management dashboard
• Add a user
• Manage user role and access permissions
• Remove a user

User Management dashboard

To access the User Dashboard, click on the user icon at the far right side of the navigation bar. Click "Admin settings" from the drop down menu. You’ll now see the full list of users and related controls.

The Granular Role-Based Permissions are managed under the User Roles tab.

In the User Management dashboard:

• See the total number of users (e.g., "Manage users (XX)").
• Use the Search bar to locate a user by name or email.
• The Unused Seats counter shows how many seats are still available under your plan.

• See when a User was added (Date Created) and last active (Last Active). Use this to identify inactive accounts or audit team activity.

   

Add a user

1. Click the "Add User" button in the "Users" section
   
2. Fill out the form:
   1. First name
   2. Last name
   3. Email address. Will serve as the user name
      

      Note:

      Ensure that the email address is entered correctly. This is where login credentials are sent.

   4. Select a User Role from: Admin, Manager, or Contributor. Review User Roles and their privileges to make sure the right Role is assigned.
   5. Timezone of where the user is located.
3. Click Save
4. All newly added users need to be assigned an account and/or language. See Manage user role and access permissions for further instructions.
5. The newly created user will receive an email with instructions to complete the account setup. If only one account exists, the new user will automatically be assigned to it.

Manage user role and access permissions

All newly added users need to be assigned an account and/or language. 

To change a user’s role or access permissions:

1. Locate the user in the list.
2. Use the dropdown under User Role to change their access level.
3. Click edit next to their name to adjust their access to the account(s) and/or language(s). 
4. In the Account Access screen. Choose one or more accounts to assign to the new user:
   
   Toggle the switch to on to assign the account to the user. You can also assign individual languages in each account to your user:
   
   1. If a user has been granted the role of Manager (see: User Roles) you can assign more than one client account to that user. Admin users already have access to all client accounts within your account.
5. Once the correct accounts accounts and languages have been assigned to the user, click 'Close'. They now have access to the assigned accounts and languages.

Remove a user

Before removing a user, it is best to make sure that their contact data is replaced with that of a new user, as there might still be pages that display the contact data of this user. The process to do this is explained in the article How to modify Newsroom contacts.

1. Click the red X next to the user that should be removed to delete this user.
   
2. Confirm the prompt to remove the user from the platform. This also includes the Contact details connected to this user which will in turn affect the Contact module.