This guide offers a comprehensive overview of the Users page, detailing user roles and permission levels, and providing step-by-step instructions for adding, editing, or removing users—as well as creating and managing teams for efficient access control.
Admins are granted control over roles, permissions, and feature access across the platform through the Management Dashboard.
Navigating to the Users Page
From the left-hand sidebar, click on Administration.
Under Administration, select Users to access the user management panel. You’ll see a list of all current users and their details here.
Understanding User Roles and Access Levels
Owner
Description: Full control over all settings, configurations, and features. Owners manage all users and perform any administrative tasks.
Access: Complete access, including user management, order management, event setup, and payments.
Admin
Description: Admins have significant control over the dashboard. They can manage users, events, and other configurations but might have restricted access compared to the Owner.
Access: Access to most features, including managing users, creating events, and configuring payments.
Team Members
Description: Assigned to specific teams, these users typically have limited access and are restricted to managing specific areas related to their team.
Access: Restricted to the features and teams they are assigned to (e.g., managing orders for one event).
Viewing User Details
The Users page displays a list of all users, along with their details such as:
Name: The user’s display name.
Role: The user’s role (Owner, Admin, etc.).
Email: The email address associated with the user.
Teams: The teams the user belongs to (if any).
Adding a New User
To add a new user to the system, follow these steps:
Click on the "New User" Button:
Located at the top-right corner of the Users page.
Fill in the User Information:
Name: Enter the full name of the user.
Email: Input their email address, which will be used for communication and login purposes.
Role: Assign the appropriate role based on the user’s responsibilities (e.g., Admin, Team Member).
Teams (Optional): Assign the user to specific teams if applicable.
Save the User:
Click Save to finalize the process. The user will receive an invitation email to join the platform.
Editing or Removing Users
To edit a user’s details (e.g., change their role or team assignments), click the pencil icon next to their name.
To remove a user, click the three-dot menu and select Delete. Removing a user will revoke their access to the platform.
Managing Teams
You can also manage user teams under the Teams section of the Administration menu. Assigning users to teams allows you to better control who can access specific events or features within the platform.
Create User
Step 1: User Info Page
This section allows admins to input basic details and assign roles and access rights.
Photo: Upload a profile picture by clicking the photo area or dragging a file.
First Name & Last Name: Enter the user’s full name.
Username: Create a unique username.
Password: Set a password. The system evaluates strength and provides feedback. Use Reset Password if necessary.
Email: Add the user’s email in the correct format.
Contact Number: Include the user’s phone number, selecting the country code from the dropdown.
Admin User Toggle: Enable this to grant administrative privileges.
Team Selection: Assign the user to a specific team.
Step 2: User Access Page
Define the user’s access to workspaces and events:
Search Box: Locate specific workspaces or events quickly.
Workspace & Event Access List: Assign roles (e.g., Super Admin, custom roles) to workspaces or events.
Assign Events: Use the button at the top-right to assign the user to events.
Access Removal
Step 1: Access the User’s Profile
This section allows admins to locate the user and view their assigned access rights.
Navigate to the User List: Access the All Users list from the Users section in the dashboard.
Select the User: Click on the user whose access you want to modify.
Go to the Access Tab: Once on the user’s profile, open the Access tab to view all assigned workspaces and events.
Step 2: Locate the Workspace or Event
This section helps admins quickly find the specific workspace or event to modify.
Search Bar: Use the search bar at the top to locate the target workspace or event.
Scroll Through the List: Alternatively, browse through the list of assigned workspaces or events to find the desired entry.
Step 3: Remove Access Role
This section allows admins to revoke specific roles from workspaces or events.
Identify Assigned Roles: Locate the assigned role (e.g., Super Admin, custom roles) in the Access Role column next to the target workspace or event.
Remove Role: Click the dropdown menu for the workspace or event and select the Remove option (often represented by a circular "remove" icon or similar designation).
Step 4: Save or Cancel Changes
Finalize the removal process by saving the changes or discarding them.
Save Changes: After removing access for all desired workspaces or events, click Save to confirm the updates.
Cancel Changes: If you do not wish to proceed, click Cancel to exit without saving.
Common Issues & Troubleshooting
User Not Receiving Invitation Email: Ensure the email address is correct and check spam/junk folders.
Access Issues: If a user cannot access certain areas, verify that their role is set correctly and that they are assigned to the right team.
Creating Teams in the Blink Management Dashboard
The Management Dashboard allows you to organize users into groups for efficient management and access control. To create a team, follow these simple steps.
Step 1: Access the Teams Section
From the left-hand menu, go to Administration.
Under Administration, click on Teams.
Step 2: Create a New Team
Click the + Create Team button located at the top-right corner of the Teams page
Once you click on Teams, a new pop-up window will open to configure and manage your team's information and access.
Step 3: Enter Team Information
Team Name: Type the team's name in the "Team Name" field.
Admins Assigned: Select the admin(s) for this team from the dropdown list.
Step 4: Configure Access
Navigate to the Access tab to assign specific permissions or areas this team can manage.
Step 4: Save the Team
Click Save to complete the configuration.
By going through this manual, you now have an idea of how to manage user roles, permissions, and teams. This guide simplifies adding users, adjusting access, and troubleshooting, ensuring secure access control and streamlined operations.
Frequently Asked Questions
How do I reset a user’s password?
How do I reset a user’s password?
Navigate to the Users section and select the user. Then manually update their password.
Can I assign multiple roles to a user?
Can I assign multiple roles to a user?
Users can only have one role per workspace or event. However, they can have different roles across multiple workspaces or events.
Can I import users in bulk?
Can I import users in bulk?
Yes, use the Bulk Import feature in the Users section. Ensure the file is in the correct format (e.g., CSV) and includes required fields like name, email, and role.
How can I delete multiple users at once?
How can I delete multiple users at once?
Use the bulk delete feature in the Users section by selecting multiple users and clicking Delete. Ensure no critical tasks are assigned to these users before deletion.