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Users

The Users screen lists every user who has access to your wallet. From here you can add new users, edit existing users, and remove users who no longer need access.

How to access​

  1. Open the left sidebar.
  2. Click Settings.
  3. Under Team, click Users.

Users overview​

The overview shows a table with every user who has access to the wallet. Each row shows the user's Username and Email address.

Users overview showing a table of all users

Click any row to open the user form and edit that user's details.

Add a user​

  1. On the users overview, click Add in the top right.
  2. Fill in the user's First name, Last name, and Email.
  3. Under Roles, tick at least one role to assign to the user.
  4. Click Save.
Add user form with fields for first name, last name, email, and role selection

The new user will receive an email with a link to set their password and access the wallet.

Edit a user​

  1. On the users overview, click the row of the user you want to edit.
  2. Update the user's First name, Last name, or Email as needed.
  3. Change the assigned Roles by ticking or unticking the role checkboxes.
  4. Click Save.
User form in edit mode

Delete a user​

  1. On the users overview, click the user you want to delete.
  2. Click Delete.
  3. Confirm the deletion when prompted.

Send a password reset email​

From the user form in edit mode you can send a password reset email. See Send Password Reset Email for details.

Required permission

You need the User management (Change) permission to add, edit, or delete users. The User management (View) permission allows you to view the users list without making changes.