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?
- Open your Admin panel
- Go to the Users tab
Here you’ll see a list of all users in your account.
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