Admin Guide

← Previous: Admin Guide Next: Rates →

User Management

User Management lets you manage users, groups, and permissions for the application.

Users

  • List users — View all users in the system.
  • Create user — Add a new user (email, name, and assign to groups).
  • Edit user — Update user details and group membership.
  • Delete / deactivate — Remove or disable user access as supported.

Groups

  • List groups — View groups used for organizing users and permissions.
  • Create / edit groups — Define groups and assign users to them.

Permissions

  • Permissions — Assign permissions to users or groups to control access to features (e.g., flows, rates, analytics).

Access to User Management is controlled by your role; contact an administrator if you do not see the Users section in the sidebar.


Admin Guide

← Previous: Admin Guide Next: Rates →