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User Role: Admin Manager

The Admin Manager role provides full user management capabilities within your company's hierarchy.

What You Can Do​

Create Users​

  • Add new users with appropriate roles
  • Assign dashboard and product roles
  • Set up user credentials
  • Configure hierarchy and token silo access

Permissions​

PermissionDescription
Create usersAdd users at Admin level and below
Assign rolesAssign all dashboard and product roles
View usersView all users in your hierarchy
Edit usersEdit user permissions and details
Reset passwordsReset user passwords
Generate reportsGenerate user reports

Creating a User​

1. Navigate to Create User​

Admin (sidebar) → Create User

2. Enter User Details​

FieldDescriptionCan Change Later?
UsernameUnique identifier (e.g., john.smith)No
EmailUser's email addressYes
First NameUser's first nameYes
Last NameUser's last nameYes
HierarchyBusiness unit (e.g., ACME\ONLINE)No
Token SiloToken storage locationNo
Important

Username, Hierarchy, and Token Silo cannot be changed after creation. If these need to change, you must create a new user.

3. Assign Roles​

RoleWhat They Can Do
Admin ManagerCreate and manage users, assign roles, generate reports
Reporting UserView transactions, generate reports, download data
Payment UserProcess payments, create tokens, process refunds
Token UserCreate and manage tokens, process token payments
tip

Users can have multiple roles simultaneously.

4. Complete Creation​

  1. Review all details
  2. Click Create User
  3. User receives welcome email with temporary password
  4. User must change password on first login

Managing Users​

View All Users​

Admin (sidebar) → All Users

Edit a User​

  1. Find the user in the list
  2. Click Edit icon
  3. Modify editable fields:
    • Email address
    • First name
    • Last name
    • Roles (add/remove)
    • Status (active/inactive)
  4. Click Save

Reset Password​

  1. Click Edit on the user
  2. Click Reset Password
  3. User receives email with temporary password
  4. User must change password on next login

Deactivate a User​

  1. Click Edit on the user
  2. Change status to Inactive
  3. Click Save

Effect: User cannot log in but data is retained. Can be reactivated later.

Delete a User​

  1. Click Delete icon on the user's row
  2. Confirm deletion
Warning

Deletion is permanent and cannot be undone.

Generating User Reports​

Access Reports​

Reporting (sidebar) → User Report

View User Information​

The report displays:

  • Username
  • Email address
  • Assigned roles
  • Hierarchy
  • Token silo
  • Status (Active/Inactive)
  • Last login date

Export Report​

  1. Select hierarchy (if applicable)
  2. Click Generate Report (top right)
  3. Report downloads as CSV file

Hierarchy Selection​

View Different Hierarchies​

  1. Look for All Hierarchies dropdown (top right)
  2. Select hierarchy to view

What You Can See Per Hierarchy​

  • Dashboard information
  • Transaction details
  • Users

Example Hierarchy Structure​

ACME (Parent)
├── ACME\ONLINE (Child)
├── ACME\RETAIL (Child)
└── ACME\WHOLESALE (Child)

Available Roles​

Full administrative access to user management

  • Create and manage users
  • Assign all roles
  • Generate user reports
  • Reset passwords

Recommended for: Managers, Team leaders, HR personnel, Account administrators