Users
View, add, and manage Back Office users. Configure profiles, permissions, security settings, data access, and notification options
On this page, you can view a list of registered Back Office users, such as admins or managers, modify their profile settings, and add new users.
General information
The following information is provided about each user:
ID
The user identifier.
Name
The user’s name.
The user’s email address that is used to sign in to the Back Office.
Allowed Client Tags
The client tags that are used to sort the client list displayed to a user.
Status
The status of the user profile:Enabled or Disabled.
Users whose profiles are disabled can't sign in to the Back Office.
Two Factor Authentication
The status of 2FA:
Disabled— 2FA is disabled.Email— 2FA with email codes is enabled.TOTP— 2FA with time-based one-time passwords (TOTP) is enabled, such as through the Google Authenticator app.
Users can enable 2FA with TOTP for their profiles by clicking the profile button displaying their email address in the top bar and selecting Enable 2FA in the dropdown. After confirming the action in the popup, they should follow the displayed instructions to set up 2FA using Google Authenticator.
IP Whitelist
Groups
The groups define the permissions that the user is asssigned.
Creator
The identifier of the user who created a user profile.
Click the identifier to navigate to the user details page.
Created At
The date and time when a user profile was created.
To view user details, click the Edit button.
Details
The following additional information is provided about each user:
Phone
The user’s phone number.
Password
The masked password that is used to sign in to the Back Office.
Telegram chat Id
Slack chat Id
The identifier of a Slack channel for receiving event notifications.
Event notifications
The list of events about which a user is notified.
You can add events to this list or remove them.
Send to email
Enable this option to send credentials to a specified user email address.
Mask data
Enable this option to prevent a user from viewing client personal data in the Back Office.
When enabled, such data as client names, email addresses, and phone numbers are masked with asterisks (*) for the user.
To add a picture to a user profile, click the Edit button located in the picture frame and select an image.
Supported formats: PNG, JPG and JPEG
File size: up to 3 MB
To manage 2FA options for a user, click the Actions button in the upper-right page corner, and then select one of the following options:
Reset 2FA to Email — to enable 2FA with email codes for the user.
Disable 2FA — to disable for the user any 2FA method that is currently in use.
Fields for filtering
Countries
If the All except option is enabled and one or several countries are specified in the field below, a user is allowed to see a list of clients from all countries except for the ones specified in the field below it.
If the All except option is disabled and one or several countries are specified in the field below, a user is only allowed to see a list of clients from the countries specified in the field below it.
See also
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