User management explained
Table of contents:
- Different user roles explained
- How to add new users
- How to remove users
- How to update the role of a user
- How to reactivate a user
You can give other people access to you Touch Stay account by adding them as a user. You can manage the level of access each user has as well as the actions they can perform by assigning a user role. Some user roles have reduced access and limitations on the actions they can take within your account, such as upgrading your subscription or adding other users.
There are 4 types of user roles you can apply:
- Owner. The Owner user role is fixed to the person who created the account. The Owner has full, unrestricted access to everything in the account. The only limitation is they cannot change their own role or delete their own user record. If you need to change the login email of the Owner, this can be done from the account profile.
- Admin. The admin user role has full access to your account and can carry out all actions as if they were the Owner. Admins can upgrade your subscription, edit or delete templates, guide content, guides, manage integrations and add or amend other users. The only limitation is that they can't delete the Owner user or their own user record.
- Editor. The Editor user role can edit or delete templates, guide content, guides and manage integrations. The Editor role cannot upgrade the subscription or add or amend any Users. Editors can also have their access restricted to specific Templates.
- Viewer. The Viewer user role cannot make any changes to your account. They are able to view your templates, guide content and guides but they do not have access to subscriptions, users or integrations. Viewers can also have their access restricted to specific Templates.
How to add new users
Go to Profile > Team and click 'Add new user'. Add the new users email address, role and select which templates they can have access to. The new user will then receive an email with a link to complete their registration and be able to access your Touch Stay account.
How to remove users
From the Team management page, click the 3 dots next to a users details and click 'Delete'. Once deleted, their access will be removed immediately.
How to update the role of a user
From the Team management page, click the 3 dots next to a users details and click 'View/edit'. You can adjust there user's role and adjust the templates they have access to. The user may need to refresh their screen after having their role changed.
How to reactivate a user
From the Team management page, click the 3 dots next to a users details and click 'Resend invite'. The user will receive a link to confirm their access and once accepted they will regain access to your account through their own login.