App Users

To manage App Users on the CrossEngage Platform, go to Settings -> App Users. Here you can view App User Profiles, create or edit App Users, or deactivate their accounts.

To view and edit App Users, make sure you are logged into an Administrator account.

Creating an App User

You can add new App Users when someone new joins your team.

• In the App Users page, click on Create New User in the top right of the screen.

• Fill out all details for this user, including their role.

• Click Save.

Editing an App User

You can change User Details and Reset Passwords as necessary using this option.

• In the App Users page, click on the User you wish to edit in the App Users list. This will open their profile.

• Click on the Edit Profile button.

• Edit the profile details. You can also click on Reset Password to recover an App User if they have forgotten their password.

• Click Save.

Deactivating an App User

If you would like to remove access to the platform for an App User (for example, if they leave your team), you can Deactivate that user.

• In the App Users page, click on the User you wish to edit in the App Users list. This will open their profile.

• Click the three dots . . . next to the User Profile button. Click on the Deactivate button that appears.

• A window will pop up, to confirm whether to deactivate the App User. Click on the Deactivate button.

• Similarly, you can click on an Inactive Profile, then use the Activate button to Reactivate the App User.