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.

  • Create and manage user profiles, including contact information, roles, and access levels.
  • Organize users into groups based on common characteristics like job role, region, or partner type.
  • The system provides a real-time view of user activity, giving you a clear picture of who is active in the platform and what they are doing.

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.

  • Assign access levels to individual users or entire groups, controlling whether they have read-only or read/write permissions for specific records.
  • Create a hierarchical structure of user and group permissions that mirrors your organizational chart.
  • Easily assign and unassign users and groups to territories and programs, dynamically updating their permissions.

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.

  • When a new partner is added to the system, a user account is automatically created, simplifying the onboarding process.
  • You can manage the user account status by activating or deactivating a user, ensuring that inactive accounts do not have access to the platform.
  • Clone existing user or group profiles to create new ones quickly, saving time and ensuring a 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 can access and update their profile details, including contact information and personal settings, from the My Account section.
  • The platform allows partners to change their profile picture, providing a more personalized user experience.
  • Partners can manage their assigned tasks and view their activity history from their personalized 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.

  • ZINFI Connectors enable seamless integration of user records from external systems like your CRM, ensuring all user data is synchronized in one place.
  • The platform provides User Activity Reports that track user logins, engagement, and other key actions.
  • You can generate reports to gain insights into user behavior, identify inactive users, and measure engagement with various tools and content.

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