Users

Users

On this page, you can view a list of Back Office users, such as admins or managers, and manage their profile settings.

General information

The following information is provided about each user:

ID

The identifier of a user in the system.

Name

The user’s name.

Email

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 a user profile (Enabled or Disabled). Users whose profiles are disabled cannot sign in to the Back Office.

Two Factor Authentication

The status of 2FA (Enabled or Disabled).

IP Whitelist

A list of allowed IP addresses specified for a user.

Groups

A list of groups in which a user is included.

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.

Send to email

Enable this option to send credentials to a specified user email address.

Two Factor Authentication

Enable this option to enable 2FA for a user.

Mask data

Enable this option to restrict access to personal information about clients to a Back Office user. In this case, sensitive data, which includes client names, email addresses and phone numbers, is masked with asterisks.

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

Note

Back Office users can upload pictures only for their own profiles.

The uploaded picture is added as an icon to a user email address displayed in the top bar and to comments added by a user to the Events log.

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.

Groups

On this page, you can view a list of all user groups created in the Back Office and manage their permissions.

General information

The following information is provided about each user group:

ID

The identifier of a user group in the system.

Group

The name of a group.

To export the data about Back Office user groups, including the data about permissions granted to each group, to a JSON file, click the Export button located in the upper-right corner of the page.

To import the data about Back Office user groups, click the Import button, and then select a JSON file containing the required data.

To view group details, click the Edit button.

Details

The detail page contains the following tabs:

  • Group — a list of permissions granted to the users included in this group.

  • Users — a list of users included in this group.

Client Tags

On this page, you can view a list of existing client tags and add new ones.

The following information is provided about each client tag:

ID

The identifier of a client tag in the system.

Caption

The name of a client tag.

To update a client tag, click the Edit button located in a tag row, and then specify a new name for the tag.