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How to manage users

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Introduction

You will find in this article a demo video about managing your users, but also some frequently asked questions. 

You have to be an Administrator to manage Dashboard roles (profiles) and associated users. 

The Dashboard features a user has access to is determined by their profile.

NB: If you require Administrator permissions, please send a request to support@slimpay.com.

 

How to manage my users and profiles

 

DASHBOARD V.2

 

DASHBOARD V.1

also called Back Office

Manage roles/profiles

In the Team tab

  • To modify or delete a profile:  Edit > Deactivate 
  • To assign a role: Create

 

In Administration tab

  • To create a new profile:  Manage Profile > Create a new profile
  • To delete a profile: Manage profiles > click on the red cross at the end of the profile

NB: You can create an unlimited number of profiles

Manage users

  In the Team tab
  • To modify or delete a user: Edit > Deactivate 
  • To create a user: Create

 

In Administration tab

  • To create a user: Create User > Create > select profile
  • To modify a user: User Management > click on the name > change the details > Save
  • To delete a user: User Management > tick the column "activation" on the raw of the user > Confirm

 Manage accesses

Dashboard Home page 

  • To reset your password: Forgot password?

NB: you can only reset your own password.

In Administration tab

  • To reset the password of a user:  User Management > find the user and tick on > Reset password

NB: If you are still using the first version of the Dashboard (also known as the Back Office), do not hesitate to request access to the Dashboard V.2 at support@slimpay.com

 

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