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User Management

Create and edit office users who access the web dashboard (not the mobile app)

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Written by Support
Updated today

Office staff will be added to Pool Brain as Users. You can set permissions for each user based on their role within your company - Staff, Manager, or Admin.


How to Create a New User

Step 1 - Click on the Settings drop down menu and click "User Management"

Step 2 - Click "Add User"

Step 3 - Enter the User's First and Last Name.

Step 4 - Choose a Role, and toggle on / off any additional permissions as appropriate. Admin role has special privileges so make sure you understand them before assigning. See User Roles & Permissions for details.

Step 5 - Enter the User's email address and click "Add User" button. This is the email they will use to login to Pool Brain and it can't be the same as any other existing user.


How to Edit a User

Step 1 - Access the User Management page by clicking the drop down arrow in the top right corner and click "User Management" in the menu that appears

Step 2 - Click "Edit" next to the User row

Step 3 - Edit the User's information, Role, or Permissions as needed and click the "UPDATE" button to save your changes


How to Deactivate a User

Step 1 - Access the User Management page by clicking the drop down arrow in the top right corner and click "User Management" in the menu that appears

Step 2 - Click the Status toggle to deactivate the user


How to Reactivate a User

Step 1 - Access the User Management page by clicking the drop down arrow in the top right corner and click "User Management" in the menu that appears

Step 2 - Click the "Filter" drop down menu and select the "Inactive" option in order to see existing inactive users

Step 3 - Click the Status toggle to turn the User on

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