Manage users

Invite Users

To invite a user to your team, you need to have admin rights on your team. Follow these steps:

1. Access the Users Tab:

   • Go to the Users tab in the Settings menu.

2. Click “Invite Users”:

   • In the Users section, click on the “Invite Users” button.
     
     
     
     

3. Enter User Details:

   • Provide the email address of the user.
   • Choose the role for the user within your company.
   • Click on the “Invite” button to send the invitation.
     
     

4. Pending Invitations:

   • The invitation will appear under the Pending Invitations section in the Users tab.

5. User Receives an Invitation:

   • The invited user will receive an email from AB Tasty Recommendation & Merchandising (operations@get-potions.com) to join the team.
   • The invitation is valid for 72 hours.

6. User Accepts the Invitation:

   • The user clicks the invitation link in the email.
   • If they don’t have an account, they must sign up on the platform to join the team.

Edit a User’s Role

To modify a user’s role:

1. Go to the Users Tab:

   • Navigate to the Users tab in the Settings menu.

2. Select the User:

   • Click on the line of the user whose role you wish to edit, or click the edit icon next to their name.

3. Choose a New Role:

   • Select the desired role for the user.
   • Click the “Save” button to confirm the changes.

4. Confirmation:

   • The user’s role is updated successfully.

Remove a User from the Account

To delete a user from the account:

1. Access the Users Tab:

   • Go to the Users tab in the Settings menu.

2. Click the Trash Icon:

   • Locate the user you wish to remove and click the trash icon next to their name.

3. Confirm Removal:

   • Click on the “Remove” button to delete the user from the account.

Final Notes

• Invitations: Ensure users accept invitations within the 72-hour window.
• Roles: Assign roles carefully to align with the user’s responsibilities.
• User Management: Regularly review the user list to maintain account security.