User Management

You can add users to Amagi Now and can manage them via the User Management section.

To access User Management, perform the following steps:

1. Click Settings > User management.

If users are previously created in the system, they are listed on the Users page.

Among these users, the one who creates the partner or company account is added as the primary user. This person takes care of the billing, account details, etc. of the account.

The following table describes the various columns available on the Users screen.

Add users

To add a new user to Amagi Now account, perform the following steps:

1. Click the ADD USER button available on the top-right corner of the User Management screen

The Add User empty screen is displayed.

2. Fill in the details in all the fields, the details of which is given in the below table.

3. Click the SAVE button available on the bottom-right corner of the Add User page to add the user.

The following table describes the various fields in the Add User screen.

Once done, a toast message that states ‘<User name> has been added successfully’ is displayed on the bottom-right corner of the screen. The status of the newly added user is displayed as Waiting For Signup as the user’s email id is not verified yet.

An email will be sent to your registered email address for verification.

4. Navigate to your registered email, open the mail, and click the Verify Now button to verify your registered email address.

Once done, the status will be changed to Active.

Note: You can add multiple users to the Amagi Now account following this process.

Edit group permission

To edit the group permission of a user:

1. Hover on the user details row that you want to edit, and click the edit icon.

The Add User screen is displayed in edit mode.

2. Click the Group Permission list, and select a different role, as required, and click OK.

The modifications done are now reflected on the Users page.

Transfer ownership

At times, the primary user might become unavailable in the business. To ensure that the business functions seamlessly in such scenarios, the account ownership needs to be transferred to another teammate. The transfer ownership feature is intended for this purpose.

Note: Only the primary user can transfer ownership.

To transfer the ownership, perform the following steps:

1. Hover on the row corresponding to the primary user, and click the edit icon.

A new button named TRANSFER OWNERSHIP is displayed on the top-right of the Add User screen.

2. Click the TRANSFER OWNERSHIP button

The Transfer Account Ownership modal window is displayed.

3. Select the team member to which the ownership has to be transferred.

4. Once done, click the TRANSFER button.

The ownership is now transferred to the chosen team member. The previous owner now become a regular admin user, whose account can be deleted as and when required.

The selected team member becomes the new primary user.

Delete users

To delete a user, perform the following steps:

Click the delete icon corresponding to the user that you want to delete.

The deleted user will be removed from the Users list.

Note: You cannot delete your own account or the account of a primary user.

Page updated

Report abuse