You can add users to your account and control what they can access and you can also remove them if they no longer need access to the platform. When creating a user, you assign a role, select departments, and define their permissions.

Only administrators, system technician and user-defined users with access to security settings can view and edit this page.

Add user

Go to Users
Click Create
Fill in the user details:
- First name
- Last name
- Email
Select departments (optional - a dropdown menu will appear only if you have departments set up in the account)
Choose a role under Permissions
Adjust company permissions if needed
Click Next

💡 You can add more than one administrator to ensure the account is always accessible.

Remove user

Go to Users
Select the user you want to remove, it will redirect you to their user profile.
Scroll to the end of the page and click on Disable Login
Then click on Delete user

Permissions

Please view the table below to get an overview of what each role get access to

	Administrator	Case handler	System technician	Statistics viewer	User defined
Cases	✅	✅	❌	❌	Custom
Statistics	✅	❌	❌	✅	Custom
Add/Remove Users	✅	❌	✅	❌	Custom
Add/Remove Categories and Departments	✅	❌	✅	❌	Custom
Add/Remove Reporting channels	✅	❌	✅	❌	Custom
Access Configuration	✅	❌	✅	❌	Custom
Profile settings	✅	✅	✅	✅	✅
Security settings	✅	❌	✅	❌	Custom

We’re here to support you. If you have questions reach out to us directly via the Messenger icon in the bottom right corner of your screen, or send us an email at [email protected]

User Management

Responsible users and Roles

Edit a user and manage permissions

Understanding access configuration

Configuring statistics access

Add or remove a new user

Add user

Remove user

Permissions