Users and Group Management

The User & Group Management application gives you complete control over user access, roles, and permissions within the platform. This module is essential for managing your partner ecosystem by allowing you to easily onboard new users, define their permissions, and organize them into groups based on roles or territories. By leveraging this application, you can ensure that each user has the appropriate level of access to the information and tools they need to be successful.

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User Management Centralized User and Group Administration

Centralized User and Group Administration

Manage all users and groups from a single, centralized location, simplifying administrative tasks and enhancing overall control.

  • Manage user profiles, contacts, roles, and access levels.
  • Organize users into groups by role, region, or type.
  • View real-time user activity across the whole platform.

Centralized management simplifies the onboarding process and ensures a consistent experience for all users.

Flexible Permission and Access Control

Define granular permissions and access levels to ensure users can only see and interact with the information relevant to their role.

  • Control user and group read/write access levels.
  • Mirror organization chart with hierarchical permissions structure.
  • Dynamically update access by assigning users to territories.

This granular control ensures data security and compliance while providing a streamlined workflow.

User Management Flexible Permission and Access Control
User Management Seamless Onboarding and Offboarding

Seamless Onboarding and Offboarding

Automate the user lifecycle from onboarding to offboarding, making it easy to manage a large and dynamic user base.

  • Adding a partner automatically creates the user account.
  • Manage access by activating or deactivating user accounts.
  • Quickly clone user profiles for consistent setup.

This streamlined approach reduces administrative effort and ensures a smooth experience for all users.

Enhanced Profile Management for Partners

Empower your partners to manage their own profiles and preferences, providing them with a more personalized and engaging experience.

  • Partners update their profile and contact info easily.
  • Change your profile picture for a personalized experience.
  • Manage tasks and view activity from your dashboard.

This self-service functionality increases partner autonomy and reduces the need for administrative support.

Enhanced Profile Management for Partners
User Record Integration and Activity Reports

User Record Integration and Activity Reports

The system allows you to integrate user data from external platforms and track user activity through detailed reports.

  • Connectors integrate user records from external systems easily.
  • Platform tracks user logins, engagement, and key actions.
  • Generate reports to measure user behavior and engagement.

This integration and reporting functionality gives you a comprehensive view of your user base and helps you optimize engagement strategies.