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Add New Users, Edit & Delete

Learn to add new users as well as edit or delete existing ones

Updated over 3 weeks ago

Add Users

You have absolute control of the Users you add to your account and the Roles & Permissions (see bottom of this article) you give them.

  1. Go to your Avatar (top right of screen) > Account Settings

  2. Manage User Tab

  3. ADD USER button.

4. Create the User: In the required fields and

  • Input User Email Address

  • Choose a "Role"

  • Name (First & Last)

  • Contact Number (scroll down)

Note: This will send an automated email to that user with their login details.


Delete & Edit Users: Edit Users / Delete Users / Change a users Roles

  • Go to Manage Users

  • Select the the right pointing arrow to the right of a Users name

  • A panel will appear displaying all the details of the user, options to manage the user

    • Eye Icon - This option will redirect you to view the users profile

    • Pencil Icon - This option will allow you to edit the users details such as Email, Name, Phone Number.

    • Gear Icon - This option will allow you to update user notifications

    • Trash Icon - This option is used to delete a user

    • List & Pen Icon - This option will allow you to schedule internal Training Lessons

    • Mail Icon - This option will issue out a 'Welcome Email'. This can be utilised to help a user reset their password.


User Roles

There are currently 3 different types of User Roles in Aquipa - what they can do in the system is determined by what Permissions you grant them. (Go to Manage User Role Permissions to set these rules)

  • Owner

  • Admin

  • Employee

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