User Management in Empath
Objective
This KB outlines the steps to add or remove a user in the Empath platform, ensuring proper user management by administrators.
Key Steps
1. Log into Empath 0:01
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Access the Empath platform using your credentials.
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Ensure you are logged into the correct account (demo or live).
2. Access Profile Menu 0:14
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Navigate to the upper right corner of the screen.
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Click on your profile menu to open the dropdown.
3. Go to Settings Tab 0:23
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Scroll down in the dropdown menu.
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Click on the 'Settings' tab.
4. Open Account Settings 0:31
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In the settings tab, locate the lower purple navigation ribbon.
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Click on 'Account Settings' to open the settings window.
5. Navigate to Users Tab 0:46
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In the pop-up window, find the 'Users' tab on the left-hand side.
6. Remove a User 0:56
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Locate the user you wish to remove (e.g., testing account).
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Click on the ellipses (three dots) next to the user.
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Choose to either:
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Disable: Prevents user login but retains data.
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Delete: Fully removes the user and their data.
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7. Add a User 1:15
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While still in the Users tab, click on the 'Invite User' box.
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Enter the new user's email address.
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Assign necessary roles for platform access.
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Optionally, fill in the user's full name and phone number for SMS notifications.
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Click 'Send Invite' to email the user.
Cautionary Notes
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You must have admin privileges to add or remove users.
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Be cautious when deleting users, as this action is irreversible and will remove all associated data.