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How do I manage user accounts?
How do I manage user accounts?

Learn how to add users, update permissions, and provide access to the platform for your teammates.

Updated over a week ago

Once logged into PeopleVine, navigate to the control panel by click the cog icon on the right hand side.

Select Manage Users under Settings and Tools. 

Here you can see the list of users in your account and their specific account information and permission level.

To invite a new user to the platform, simply click on Invite New User and the system will prompt you for their first name and e-mail address.

Users can be implemented based on the following user types.

  • Administrator: Full Access, Create/Modify Users, Manage Billing

  • Standard User: Full Access to Modules, Unable to Create/Modify Users or Manage Billing

  • Account Rep: Full Access to Platform but can only see details on their customers

  • API Account: Used only to access the API (can not log into the Control Panel)

*Only Administrators are able to invite new users.

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