This article outlines the essential concepts involved in managing a User's profile.
💡Note: The ability to manage User profiles is available to Admins only. Click this article to learn more about User types in Visitt.
1. Start by navigating to the Users tab
In the main menu, go to the Settings Page and then select the Users tab. Once you are in the User tab, you can select any User profile you would like to adjust.
2. Managing User Profiles
After choosing the User you want to adjust, you can make changes across four different pages.
"Details" Page: Within this page, you can change any of the User details, including their name, email, timezone, and User role. Additionally, you can add and remove Users from a Property.
To ensure seamless access, you can also update contact details such as phone numbers for receiving login codes. This helps maintain account security and authentication.
Click here to learn about deactivating Users.
Click here to learn how to add new and existing Users to your Property.
"Notifications" Page: Here, you can manage your notifications. Just choose whether you want each one sent by Email, SMS, or Push to add or remove it.
💡Note: Your Users can configure their own Notifications by clicking their name in the lower left corner > Profile > Notifications.
"Permissions" Page: On this page, you can adjust the permissions and features that the User has access to based on their needs. These permissions and features are available depending on the "User role" they are assigned.
💡Note: The display includes only the features available based on the permissions granted (User role). If you're unable to access a specific section, it's likely that you don't have the necessary permissions. In such cases, please reach out to a User with Admin permissions in your Property.
"Schedules" Page: Here, you can schedule out of office periods for the User and delegate incoming work to your team.
Thanks for reading! Let us know if you have any further questions—we’re here to help😊