User Management

You can add/remove your colleagues without the need to contact our support team? A designated ‘Main Account Manager’ can be assigned on your account, which will then give that specific individual access to the ‘User Management’ section!

You might already be the main account manager on your platform. The easiest way to check this, is to click your initials in the bottom left-hand corner of the screen, and if you are the assigned main account manager you will have an extra section to click called ‘User Management’.

If you do have access to this section and you haven’t explored this part of the platform before, please see the quick guide video below which will give you a quick rundown on how it works. You can even try inviting a colleague to the platform, or removing one if necessary!

To help you understand the process better, I've included a video guide covering this subject.

This video will walk you through the ‘User Management’ section and how it functions.

As previously noted, the elimination of the need to submit a support ticket or reach out to your account manager will significantly enhance efficiency. Adding your colleagues will also share the workload between many people rather than just one or two.

The 'Limited Access' function is also useful if you would like to restrict what an account holder can see and interact with. ‘Limited Access’ will restrict users’ permissions so they are only able to view assessments/interviews that they’ve created.

To assign a main account manager you'll need to contact me or my team, as they are assigned from our side. We will assist you in setting this up and answer any questions you may have. Feel free to reach out to our support team or your account manager for assistance.