How do I manage users on the account?

You can manage all members of your organisation directly from the Users tab. This is where you view, edit, and deactivate user accounts.

Where can I find users?

  1. Open your Admin panel
  2. Go to the Users tab

Here you’ll see a list of all users in your account.

List of users page

What can I manage in a user’s settings?

By opening a user’s profile, you can edit the following information:

  • Name - Update the user’s display name
  • Role - Change the user’s role and permissions within the account
  • Birthday - Set or update the user’s birthday (used for Thankbox Automations)
  • Joining date - Add when the user joined your organisation (used for Thankbox Automations)
  • Happiness lead - Assign a Happiness Lead responsible for this user
  • Team label - Add, update or remove the team the user belongs to
  • Deactivate user - Deactivate the account if the user is no longer a part of your organisation
User details page
Edit user page
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