Manage the users of my platform

Modified on Thu, 20 Jul, 2023 at 1:01 PM



Managing the Placeloop system requires various skills (data, animation, content), and you might need to delegate access to other individuals.



User roles


ROLE
DESCRIPTION
Manager
Full access to all features
Membre
Restricted access to the platform
Store Manager + Digital Monitoring


Manage users


Maintenance


"It is recommended to do a small clean-up once or twice a year to remove access for individuals who are no longer responsible for the system.


Add and invite a user


To grant access to the management of your Marketing Portal to a new user:


  1. Click on 'Administration', then 'User' in the menu,
  2. Then click on 'Add a user',
  3. Enter the user's information: name, first name, email address,
  4. Next, specify the user's role: manager, member.
  5. Then click on 'Save changes',
  6. Send the invitation to the user by clicking on 'Send invitation'. The invitation is not automatic.



Edit or delete a user


From the list of users, click on the 'Manage' button under the relevant user

  • Click on 'Edit' next to the relevant field, make the changes, then validate
  • Click on 'Disable' to temporarily revoke access
  • Click on 'Delete' to permanently remove the user



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